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Home > Financial Services > Annuities > Fidelity Investments Group
Fidelity Investments Group
Fidelity Registered Investment Advisor Group is the second largest provider of custody and brokerage services to the registered investment advisor marketplace, with over $157 billion in assets on behalf of more than 2900 advisors as of December 31, 2005. They are a business unit of Fidelity Investments, one of the world's largest providers of financial services, with custodies assets of $2.5 trillion, including managed assets of $1.2 trillion as of January 31, 2006. They provide one stop access to a flexible, open technology environment, extensive practice management resources, and wealth management investments and services all backed by the long term commitment of a private company.
Dedicated relationship professionals work consultatively to help advisors choose from a wide array of products and services helping to ensure solutions that are in the best interests of their clients and make the most sense for their business. There are four key areas of their offering such as Brokerage & Custody Services, Technology, Service and Business building programs.
Fidelity uses personal information collected about you to provide you with the superior service you have come to expect from them. They may use this information in order to develop, offer, and deliver products and service process transactions in your account; respond to inquiries from you or your representative or to fulfill legal and regulatory requirements. Fidelity has always considered the protection of sensitive information to be a sound business practice and a foundation of customer trust.
The Company employs extensive information protection controls in keeping with industry standards and practices, and they regularly adapt these physical, electronic, and procedural controls to respond to changing requirements and advances in technology. Within Fidelity and among their service providers, they restrict access to information to those who require that access in order to provide products and services to you.
Successful enterprises are built on the efforts of many people. Shared values represent the written and unwritten rules that help guide and coordinate everyday action in a complex and changing world. Fidelity prides itself on its employees’ intense focus on customer needs. And their entrepreneurial spirit is reflected in the fact that their first written value statements came from individual business units defining what was important to their particular clients, customers, and employees.
The Company benefits package is designed to offer the flexibility you need with comprehensive benefits including health, insurance, and retirement, along with a variety of work life programs. Financial services are a dynamic industry in which rapid change is a constant source of challenge and opportunity.
This requires innovation, creativity, and flexibility so that their people can adapt quickly to changing conditions. They value the intelligent use of technology to allow them to innovate, operate more efficiently, and continuously improve their customer service.
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