Important disclosures. Plero provides administrative and technology services for endowment and reserve funds. Plero is not a bank, broker-dealer, investment adviser, law firm, or tax advisor, and nothing on this site is investment, legal, or tax advice. Endowment assets are held in your organization’s name at Charles Schwab & Co., Inc. (“Schwab”), Member SIPC; Plero is not affiliated with Schwab. Investing involves risk, including possible loss of principal. Assets held in a brokerage account are not deposits, are not FDIC insured, and are not guaranteed by any bank.
Any balances, growth rates, distributions, and projections shown are hypothetical and illustrative only, do not reflect any actual account, and are not a guarantee of future results. Actual results will vary. Consult your own legal, tax, and financial advisors before making decisions.
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