Let Us Simplify Your Life
By utilizing Fidelity Investments as our custodian, each client gets access to all of Fidelity’s resources, including a monthly Fidelity statement, online account view and tools, plus use of any of Fidelity’s nationwide investor centers.
Our investors enjoy the following features:
- In-person or web client education and publication services
- Tax efficient strategy
- Thematic driven portfolio strategy with in-person or web team updates
- Highly constrainable portfolio policy statement
- Proprietary risk management strategies
- Custom research
- Integrated lifestyle planning which may including your estate and tax advisor
- Venture capital investment tracking
- Employee benefits guidance including RSU, Stock Option or 83b election guidance