For more than 65 years, Fidelity has built and maintained a reputation of financial expertise and integrity. They are known for their extensive and diverse range of investment options, resourceful planning and wealth-building tools, trading and execution strength and simplified, consolidated reporting. Barclay Breland has a dedicated team at Fidelity helping us navigate the daily responsibilities of servicing our clients’ accounts and providing the statements and reporting they need on a timely basis. We couldn’t be the success we are without them.
Our clients’ investment securities are held in custody at Fidelity’s clearing firm, National Financial Services LLC (NFS) – one of the largest providers in the industry. Securities are protected through the Securities Investor Protection Corporation (SIPC).