Custodian

As your financial advisor, we’re expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing service providers we employ to help meet your financial objectives. That’s why we recommend Fidelity Investments as the custodian for your assets.

How does our relationship with Fidelity benefit you?

Fidelity’s 60-year reputation for integrity and financial management expertise gives our firm peace of mind. As a leader in the financial services field, Fidelity has a thorough understanding of the products and services we need to help best serve you. Furthermore, with Fidelity we know we are working with a provider who will maintain the highest level of integrity providing brokerage and custody services – along with privacy protection – for your assets.

Because Fidelity is privately owned, they are able to make decisions based on long-term benefits – not short-term gains – for the investors it serves. For example, Fidelity reinvests a large portion of its profits into technology and services each year, which helps Fabian Wealth Strategies enhance the services we offer you.

Trading strength that may save you money

We can also leverage the trading arm of Fidelity to buy and sell a full range of investment vehicles on your behalf. Fidelity Capital Markets Services provides us with access to an experienced team of traders on all major stock exchanges. This access, combined with Fidelity’s state-of-the-art electronic trading systems, means Fidelity Capital Markets Services can match buyers and sellers more easily. This may translate into better pricing for us and for you.

Record keeping that helps simplify your life

The need to keep track of your transactions, including capital gains and losses, can be a burden – especially during tax time. Through our relationship with Fidelity, you will receive a simplified, consolidated statement each month that reflects your investment positions and transactions. At the end of the year, you will receive one 1099 tax form and a summary statement that can make preparing your tax return much easier.

Our selection of Fidelity Investments, one of the largest providers of financial services in the nation, enables our firm to offer you investment products, services, and protection that can go a long way in helping you meet your goals.

Related QUICK LINKS:

Fidelity’s 60-year reputation for integrity and financial management expertise gives our firm peace of mind. As a leader in the financial services field, Fidelity has a thorough understanding of the products and services we need to help best serve you.

  • Investments are placed in custody with Fidelity
  • Fidelity is one of the largest financial services firms in the world
  • Provides brokerage and custody services for your assets
  • State-of-the-art trading system gives us an edge
  • Consolidated statements reflect your investment positions