Providing Quality Fiduciary Services at Very Low Prices
As a fiduciary, it is our duty to try to identify the best service and support for our clients. We selected two firms, and, because we chose two, our clients’ assets are even more secure.
After an intensive review process, we’re proud to offer one of the best firms for our clients: Fidelity Investments.
Want to Open an Account? Call us… we can make the process quick and easy.
Fidelity Investment Clients may click here to access their FI account.
News:
Fidelity Investments, - Google News
©2010 Google
Putnam Investments Hires Dr. Van Harlow to Spearhead Development of Innovative ... - MarketWatch (press release)
Fidelity Investments® Survey Finds Majority of Employers Rethinking Health ... - Business Wire (press release)
Fidelity Investments® Survey Finds Majority of Employers Rethinking Health ... - Earthtimes
Envestnet prices IPO at bottom of cut range - BusinessWeek
Fidelity Sees Big Uptick in Brokers Moving to Independence - Investment Advisor
Fidelity Investments and HandsOn Network Partner to Transform 11 Middle ... - dBusinessNews Charlotte (press release)
Money talks in Fidelity exec's split - Boston Herald
Fidelity hunkers down in RTP - News & Observer
Envestnet Plans to Proceed With Caution After IPO - Financial-Planning.com
Fidelity® Finds Investor Response to Continuing Market Volatility Varies ... - Earthtimes (press release)
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| Type | Private company |
|---|---|
| Founded | 1946 (FMR), 1969 (FIL) |
| Headquarters | Boston, USA (FMR), Bermuda (FIL) |
| Key people | Edward “Ned” C. Johnson 3rd, Chairman Rodger Lawson, President of Fidelity Investments Will Danoff, Manager of Contrafund Harry W. Lange, Manager of Magellan Fund Kathleen Murphy, President of Personal Investing |
| Industry | Financial Services |
| Products | Mutual funds, Trading & Investing, Retirement & Planning |
| Revenue | ▲$12.87 Billion USD (2006) |
| Net income | ▲$1.18 Billion USD (2006) |
| Employees | 41 200 (2007) |
| Website | fidelity.com (FMR) fidelity-international.com (FIL) |




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