A sell discipline is established on each holding and monitored daily. This is a critical difference that protects your money during volatile markets.
Unlike many advisors, we do not receive any hidden rewards for us to buy or hold any investment. We work for your best interests.
We earn our management fees by providing world class service and daily attention to your portfolio. Our fees are clear and transparent.
Your money is held at Fidelity Investments under your name and is fully visible to you at all times. Fidelity maintains the highest level of integrity providing brokerage and custody services for your assets.