Your Trust is Our Foundation
Comprehensive protection for your 1031 exchange funds through industry-leading security measures, professional certifications, and transparent operations.
Why 10,000+ Investors Trust Us
$100M+
Bonded & Insured
Segregated
Client Accounts
Daily
Account Reconciliation
FDIC
Insured Deposits
Comprehensive Security Measures
Financial Protection
- $100M Fidelity Bond
Comprehensive coverage for all client funds
- Errors & Omissions Insurance
Professional liability protection
- Parent Company Guarantee
Additional layer of financial backing
- Zero Claims History
Perfect security track record
Account Protection
- Segregated Client Accounts
Your funds never commingled
- FDIC Insured Banks
Up to $250,000 per depositor
- Daily Reconciliation
Every account balanced daily
- Multi-Signature Requirements
Dual control on all disbursements
Professional Certifications & Memberships
Certified Exchange Specialist®
Our team includes multiple CES® professionals with advanced training in 1031 exchanges
FEA Member
Proud member of the Federation of Exchange Accommodators, the industry's leading association
Legal & Tax Expertise
Attorneys and CPAs on staff ensure compliance with all IRS regulations and state laws
Additional Trust Indicators
BBB Rating
Successful Exchanges
Client Rating
Years Experience
Technology & Data Security
Data Protection
- 256-bit SSL encryption
- Secure data centers
- Regular security audits
- GDPR compliant
Access Control
- Two-factor authentication
- Role-based permissions
- Activity monitoring
- Secure document vault
What Our Clients Say About Trust & Security
"The security measures gave me complete peace of mind. Daily reconciliation and segregated accounts meant I never worried about my $2M exchange funds."
Robert K. - Commercial Investor, Texas
"Their bonding and insurance coverage was a key factor in my decision. The transparency about their security measures built immediate trust."
Linda S. - Property Developer, California
"The 24/7 portal with bank-level security let me check on my exchange anytime. Professional certifications showed they take this seriously."
James T. - Multi-Property Owner, Florida
Verify Our Credentials
We encourage all potential clients to verify our credentials and security measures. Transparency is fundamental to building trust.
Verify Our FEA Membership
Federation of Exchange Accommodators
Check BBB Rating
Better Business Bureau Profile
Insurance Verification
Request proof of coverage
Experience Secure, Professional 1031 Exchange Services
Join thousands of investors who trust us with their exchange funds. Your security is our top priority.
Questions about our security? Call (877) 483-0427