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Competence and Services
At Buckman, Buckman & Reid, Inc., you can count on trained specialists. equipped with the latest technology, to provide efficient order executions and prompt, accurate verbal and written reports of your transactions.
Our professionals have access to in-house proprietary trading and portfolio management systems. In addition, our clearing firm RBC Correspondent Services, LLC has installed a computer system that provides automated order execution, account information and current research reports.
Account Protection
Our clearing firm, Dain Correspondent Services, is a division of Dain Rauscher Incorporated. Dain Rauscher is a member of SIPC. SIPC is a nonprofit membership corporation funded by its member security broker-dealers.
SIPC protects the securities clients of its members in the event of the failure of a member firm. SIPC reimburses clients the cash value of the securities up to $500,000 per client.
Any cash in the client's account would be reimbursed by SIPC up to $100,000(reducing the $500,000 above). Dain Rauscher has purchased an additional policy that provides coverage in excess of SIPC protection.
Clients receive excess coverage at various levels, depending on the type of asset, up to $150 million. Additional protection is offered through Dain Rauscher's $35 million Financial Institutional Bond, which covers clients' securities losses, subject to the terms, conditions and limits of the bond.
Prompt Trading and Confirmation
A simple phone call puts you in immediate touch with a BB&R professional who will handle your transactions quickly and efficiently. Our advanced communications systems provide rapid, accurate order transmission and reports of order execution back to our office.
A next day written confirmation of your transactions will be generated and mailed to you. You will receive a comprehensive statement showing detailed activity for each month. These statements are formatted to be reader-friendly with clear accurate details.
Full Range of Investments Choices to Meet Your Goals
When you turn to BB&R you not only enjoy professional advice for your stock and bond transactions, you have access to a wide variety of other investment products as well.
Whether an occasional investor, or an active trader, you will find products that can help you achieve your financial objectives, including long or short term growth, income, or tax benefits.
Specific Services and Products Include:
- Stocks
- Bonds
- Mutual Funds*
- RAP Fee Accounts
- Certificates of Deposit
- Money Market Funds**
- Margin Accounts
- Low Interest (Call for quotes)
- Annuities
- Full array of ERISA accounts including:
- IRA
- SEP-IRA
- Money Purchase Pension Fund
* Please review prospectus
** Prospectus available upon request
Prompt Competent Service
BB&R allows you to make your investment decisions with confidence or benefit from the advice of a BB&R professional. Our experience in trading, our computerized technology, our quotation systems, our prompt response to your orders, and our next-day continuations keep you informed with accurate up-to-the-minute status of your accounts.
We make certain that your money is constantly working for you. Cash balances above $1,000 earn interest daily so uninvested funds can be left in your account waiting to be invested.
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