Securing Personal Investments During Uncertain Times: Safeguarding Assets and Evaluating Advisors

Investors today are increasingly concerned about both the safety of their bank and investment accounts and the risks of investment fraud. Recent newspaper reports have highlighted painful lessons learned by some of the country’s wealthiest investors. Many investors no longer take the safety of their personal assets for granted, and want to take proactive steps to minimize their risks.

This Foley Executive Briefing Series program explored the many ways to safeguard personal bank and investment accounts. The program began with a timely economic update from guest economist Jay Mueller of Wells Fargo Bank. Foley partners then provided practical guidelines for securing personal bank and investment accounts, avoiding investment schemes, and evaluating investment advisors.

Program topics included:

• A background and update on today’s economy


• A panel discussion on safeguarding bank and investment accounts, including:
  
  
  
  • Bank deposits and Federal Deposit Insurance Corporation (FDIC) insurance
  
  
  • The Securities Investor Protection Corporation (SIPC) for brokerage accounts
  
  
  • Key preservation features of trust and retirement accounts


• Practical criteria for avoiding investment traps and evaluating investment advisors and money managers

For questions about the program, please contact Emory Ireland at [email protected].

Securing Personal Investments During Uncertain Times: Safeguarding Assets and Evaluating Advisors is part of the Foley Executive Briefing Series.