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Security

Plero never holds your money.

Your endowment is held at Charles Schwab, in your church’s name. Plero routes gifts and reports on the fund.

Book a sessionSee the disclosures
Ownership

Who owns, holds and manages the fund.

Each party has one narrow job. Only your church owns the fund.

01Your churchOwns 100% · sets policy
02Charles SchwabIndependent custodian · your name
03SEC-registered advisorsInvest to your board’s policy
04PleroRouting · software · reporting

Four protections on every fund.

You own it, alwaysTitled to your church. Plero administers it, never owns it.
Regulated custodyCharles Schwab, Member SIPC. Never commingled with anyone.
Board-set governancePolicy, votes and signers on a permanent, auditable record.
No lock-inIf Plero ever closes, the fund stays exactly where it is. Yours.
The facts

Custody and ownership details.

What a finance committee should confirm in writing.

Custody & ownershipVerified
Legal ownerYour institution
CustodianCharles Schwab & Co.
ProtectionMember SIPC
CommingledNever
On Plero’s balance sheetNever
Investment advisorSEC-registered
Policy set byYour board
RecordsExportable anytime

Regulatory documents.

Investment advisory services are provided by a registered investment adviser.
Relationship summaryForm CRS ↗Firm brochureADV Part 2A ↗Brochure supplementADV Part 2B ↗For your committeeBoard brief ↗
No guarantees. Full disclosure.Investing involves risk, including possible loss of principal. SIPC protects against a failing brokerage, not against a fall in market value. Projections are illustrative. Fees are disclosed in writing before you begin.

Talk to us about custody.

Thirty minutes with your finance committee.

Book a sessionModel your numbers