Live a life in balance by planning for the future.
Fidelity Investments Clearing and Custody Solutions®
We have partnered with Fidelity Investments to serve as custodian of our clients’ assets. With a 75-year track record, Fidelity is one of the most respected and diversified financial companies in the United States. Fidelity’s Clearing & Custody Solutions® works with nearly 10,000 advisory firms and brokers across the country and oversees $2.1 trillion in assets under administration (as of December 31, 2019). Fidelity manages $8.3 trillion in total customer assets (as of December 31, 2019). Its innovative technology, platforms and investment solutions are highly regarded by both investment professionals and investors.