Custody
- Custody services are provided through Fidelity Institutional. Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years, and is one of the largest privately owned financial services companies in the world. Fidelity Capital Markets, the trading arm of Fidelity Investments, provides us with access to an experienced team of traders on all major stock exchanges, and is one of the most active traders on these exchanges. Through our relationship with Fidelity, you will receive a simplified, consolidated statement each month that reflects all of your investment positions and transactions. At the end of the year, you will receive a 1099 tax form and a summary statement, which can make tax preparation much easier.
As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interests in mind. We use a similar approach when we make decisions about the service providers we employ to meet your financial objectives. As a result, we have selected Fidelity Institutional to be our custodian.
Expectations
As a client of our firm, you can expect to receive the following:
Superior investment management – each and every day, we search for ways to generate growth and income for our clients.
Trust and confidence – with our continued service and extensive reporting capabilities, you will always maintain an understand of the overall investment strategy, what you own, and your net return.
Low costs – the direct ownership of equities and bonds reduces the number of hands in your pockets. Our ability to save clients 1%-3% per year in management costs can make a significant difference over time.
Accountability – customized performance reports showing our performance results against benchmark indices.
Open Architecture – ability to access vast majority of investment offerings.
Proactive approach to active and passive strategies – portfolios are constantly monitored, and will continuously explore ways for our clients to profit, from both good and bad news, and throughout all types of market conditions.
