Fidelity Investments

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Fidelity is a company which operates its business in multinational financial services based in Boston, Massachusetts. This company was set up as Fidelity Management & Research by Edward C. Johnson II in 1946. Then, the company formed Fidelity International Limited to serve non- U.S. markets in 1969. And it was spun off in 1980. After that, it was rebranded as Fidelity Worldwide Investment in 2010. However, in 1982, Fidelity began offering 401(k) products and in 1984, they offered computerized stock trading. Robert Pozen was named CEO in 1997.

Then, Fidelity Ventures, its venture capital arm, was shut down and a lot of the employees made Volition Capital and it happened in 2010. A year later, exactly in 2011, the company moved its Boston headquarters to 245 Summer Street. This company serves the customers through 10 regional offices and more than 190 Investor Centers in the United States. Their presence reaches 8 other countries across North America, Asia, Europe and Australia who are working to fulfill the needs of the customers with more than 40,000 associates. Now, there are about 27 million individual customers and $6.8 T total customer assets at Fidelity Investment.

Fidelity offers investment products which consist of mutual funds; trading; retirement & IRAs; stocks; ETFs; fixed income, bonds & CDs; options; sector investing; cash management & credit cards; managed accounts; Fidelity Go; 529 college savings; annuities and life insurance & long term care. There are some reasons why you have to invest with Fidelity:

  • Planning and advice
    They can help you with financial planning from complex wealth management to your retirement needs.
  • Straightforward pricing
    They can help your money go further with no annual account fees, low minimums, and competitive prices.
  • Robust investing tools
    You will get tools which are easy to use and the latest professional insights from their team of specialists.

Whatever your goals are, the team of Fidelity can help you achieve them. Whether you want to invest on your own or you would like them to do it for you. You will get one-on-one guidance which means that they will provide straightforward guidance specific to your needs by being backed by industry-leading research and analysis. You will also get expert insights and investing tools. They will help make the most out of your financial life with tools which are easy-to-use and the latest professional insights from their specialists. You will be offered broad choice of investments. You can access a range of investments which include stocks, CDs, ETFs, mutual funds, bonds and precious metals.

There are tools which can help you achieve your goals. Those powerful tools will help you plan, track, and modify your strategy along the way. You can get your retirement on target by using the tool to see how prepared you are for retirement and what you may need to work on. You are able to track and manage some goals by using the powerful tool to help you work toward your goals and build an investment strategy. You also can stay on track with alerts which means that you can stay on top of your portfolio with timely alerts and updates on the status of your investments.

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