Custodian / Broker

Fidelity Investments

For client assets that are managed on an on-going basis, we use Fidelity Investments, Institutional Brokerage Group (IBG), and affiliated Fidelity companies, as the custodian and broker. We use Fidelity because they have a long history of consistently high customer satisfaction and low brokerage commission rates.

Fidelity Investments: Client Service

Fidelity Investments: Reliable Support from an Industry Leader

Fidelity Investments: Investment Options that Cover All Bases

Fidelity Investments: Consolidated Statements

Fidelity Investments: Advanced Technology