Fidelity - Company Profile
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Fidelity Profile Overview
Fidelity is a leading investment company, renowned for its comprehensive range of financial services encompassing investment management, retirement solutions, and brokerage services. With over 70 years in the industry, Fidelity is committed to empowering customers through innovative technology and personalized investment solutions. The company boasts a global presence, leveraging its extensive research capabilities and expert insights to help clients meet their financial goals.
Core Products and Services
Investment Management
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- Portfolio Management
Retirement Solutions
- 401(k) Plans
- IRAs
- Roth Accounts
Brokerage Services
- Online Trading
- Wealth Management
- Financial Planning
Service Categories
| Category | Services Offered |
|---|---|
| Investment Services | Comprehensive portfolio management designed to maximize returns for investors. |
| Retirement Planning | Solutions aimed at helping clients prepare for a secure financial future. |
| Financial Advisory | Personalized financial advice and planning to meet individual needs. |
Business Model
Fidelity operates through a diversified business model, focusing on multiple financial services to cater comprehensively to client needs.
- Management Fees from Investment Funds
- Commissions on Brokerage Activities
- Advisory Fees from Financial Advisory Services
The company emphasizes technology-driven solutions to enhance customer service and operational efficiency.