Our investment team is dedicated to helping you reach your financial goals. We get to know you and your objectives, and tailor an investment strategy based on those goals and your tolerance for risk.
Fidelity Bank Wealth Management offers sophisticated asset management solutions, utilizing independent investment managers, strictly on a non-proprietary basis. The use of independent investment managers allows us to maintain the highest quality and most prudent investment process. This puts us on the same side of the table as our clients. We only offer fee based investment management solutions, as we have a fiduciary duty to choose and manage investments prudently.
The investment philosophy of Fidelity Bank Wealth Management is an asset allocated, diversified portfolio utilizing multiple investment styles to reduce the overall risk of the portfolio.
The Managed Investment Account is a professionally managed investment account that allows us to tailor investment strategies to each individual. We start by identifying your financial goals. Then, using proper asset allocation and diversification, we prepare an investment proposal to suit those objectives. After careful review and consensus, we implement those investment strategies and continue to monitor and evaluate the portfolio to ensure that your goals are being achieved.
Investment Management Process
Working with our investment team is a collaborative process. We get to know you and your goals so we can provide personalized attention and focus on what matters most to you. Learn More About Investment Management Process
Range of Risk and Return
A well-balanced portfolio divided among asset classes may help you manage risk and reduce volatility. Learn More About Range of Risk and Return
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