Investment Management Process

What does the investment process look like? We work with you to understand your goals and risk profile to create a plan that’s appropriate for you. We monitor this strategy and review it with you regularly to measure progress and change direction if needed.

Investment Management Process
Information gathering and initial analysis
You’ll meet with us to identify and discuss your goals and possible challenges you’ll face in in working toward your financial goals.  Then, we’ll look at where you want to go and how you’ll get there.
Investment proposal
We all work together to define appropriate asset allocation and diversification based on your investor profile and prepare an investment proposal to match your objectives.
Consultation and financial analysis
We answer any questions you may have and fine-tune the proposal.  After we reach a consensus, we begin the partnership by executing the documents to set your investment strategy in motion.
Implementation and monitoring After the investments are made, we monitor performance and make adjustments to help achieve your goals.
Annual review
Each year we will meet and review the previous year’s performance and evaluate any changes in your goals so we can rebalance your portfolio to keep you on track.
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.