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

A+

BBB Rating

10,000+

Successful Exchanges

4.9/5

Client Rating

30+

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

Verify →

Check BBB Rating

Better Business Bureau Profile

View Profile →

Insurance Verification

Request proof of coverage

Request →

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