Fidelity Investments
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).
Wilshire Advisor Solutions
Barclay Breland is very proud to be aligned with Wilshire in providing our clients with portfolio investment management and research typically reserved for institutional investors only. Wilshire constructs portfolios for individuals based upon the same principles used for institutional clients:
- Managing risk by diversifying across numerous asset classes and investment managers
- Monitoring asset allocation decisions and conducting regular reallocations and portfolio rebalancing
- Evaluating investment managers and replacing managers when appropriate
- Assessing the rapidly evolving alternatives marketplace, always looking for ways to improve the tradeoffs between risk and return.
We work with our clients to identify their individualized investor risk tolerance and match their investment goals with the appropriate Wilshire asset allocation portfolio – rebalancing and modifying their account should market conditions or their investment needs change.