Charles Schwab & Co., Inc.(“Schwab”) is one of the firms that we use to custody our client assets. Schwab, Passport Wealth Management, and the other entities named are separate and unaffiliated firms and are not responsible for each other’s services or policies.These materials have been independently produced by Passport Wealth Management. Passport Wealth Management is
independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”).
Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed,
or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them.
Passport Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a
brokerage account and will effect transactions for your account on our instruction
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