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Customer Assurance Page

Dear Valued Clients

The financial services industry and turbulent financial markets have drawn many headlines. These events have raised questions from investors about the safety of the assets in their Coordinated Capital Securities, Inc. accounts held at our clearing firm First Clearing and directly with investment companies. We understand that these are challenging and dynamic times and we have created this Client page to important information that we believe will be helpful to you.

If you need any additional information or still have questions, please contact your financial advisor who is available to address your concerns, or if you prefer contact CCS directly at 608-221-4545. We value our relationship and look forward to advising and serving you for many years to come.


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