Featured Links
Listed below are links to web sites
that may be of interest to you. Feel free
to visit these web sites.
- About Fidelity Institutional Wealth Services
- Fidelity Institutional Wealth Services is a leading provider of trading, custody and
brokerage services to Registered Investment Advisors, Trust Institutions and Third Party
Administrators. The company is able to leverage the capital, resources and expertise of
the Fidelity organization, one of the world’s largest financial services companies, on behalf
of its clients. This includes access to a comprehensive set of products and services,
innovative investment tools and research, an integrated brokerage and trust platform, and
dedicated client service professionals -- all designed to help its clients thrive by growing
their businesses, more effectively meeting customer needs, and enhancing operational
efficiency and profitability. Fidelity Institutional Wealth Services custodies more than
$290 billion in assets on behalf of over 3,500 clients, as of December 31, 2008.
- About Fidelity Investments
- Fidelity Investments is one of the world’s largest providers of financial services,
with custodied assets of $2.4 trillion, including managed assets of nearly $1.2 trillion as of
February 28, 2009. Fidelity offers investment management, retirement planning,
brokerage, and human resources and benefits outsourcing services to 24 million
individuals and institutions as well as through 5,500 financial intermediary firms. The
firm is the largest mutual fund company in the United States, the No. 1 provider of
workplace retirement savings plans, the largest mutual fund supermarket and a leading
online brokerage firm.
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