Built to Protect
Structured for Safety and Soundness
As a best practices financial services firm, we elected regulatory oversight. We safeguard clients' 1031 Exchange funds in separate, segregated, Qualified Trust Accounts with Exeter Trust Company, a firm that is licensed, regulated, and audited by the Wyoming Division of Banking.
Having amassed significant expertise and experience in 1031 Exchanges, we consult and collaborate on complex matters with our clients' advisors. We have significant fidelity bond, E&O insurance and regulatory required equity capital reserves.
We are built to protect.