Investment management of your trust assets can help achieve your long-term goals. Fidelity Bank Wealth Management offers sophisticated asset management solutions for trust clients. Trust clients can utilize the services of our investment management programs offered on a non-proprietary basis with third-party investment managers.
As a manager of managers, we represent our clients’ interests. We offer customized solutions for individual, family office and institutional accounts including investment reporting, performance measurement, income collection and other services.
- Choose a fund portfolio through Fidelity Bank or direct us (as trustee) to work with an outside investment management firm that you already have in place. If the manager’s performance over time is not acceptable, a new manager will be selected after proper due diligence.
- Bring multiple custodial accounts together. We have the ability to aggregate multiple accounts into an overall portfolio. With your approval, we can contact multiple custodians to pull together this information.
The investment philosophy of the Wealth Management group is an asset allocated, diversified portfolio spread over multiple investment styles to reduce the overall risk of the portfolio.
- Smaller accounts generally use institutional mutual funds or exchange-traded funds (ETFs) for efficiency.
- Larger accounts generally use a combination of marketable securities and ETFs, where appropriate.
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.