Custodian / Broker

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

• Rapid response to inquiries
• Smooth handling of administrative details
• Expedited transaction processing

Fidelity Investments: Reliable Support from an Industry Leader

• Over 50 years in business
• Over 53 million customer accounts
• Over $600 billion in assets

Fidelity Investments: Investment Options that Cover All Bases

• Cash Equivalents
• Stocks
• Bonds
• Options
• US and international securities
• More than 4000 mutual funds

Fidelity Investments: Consolidated Statements

• Monthly statements, if there was any trading activity in that month
• Quarterly statements
• Confirmations of all trades executed in your accounts
• Year-end summary statement
• Year-end tax statements

Fidelity Investments: Advanced Technology

• Fidelity typically spends over $500 million per year on technology
• Accurate and prompt execution of orders
• Accurate, well organized statements
• Advanced on-line capabilities