Fidelity - 10 things to know with detail
- 1. Fidelity Investments is one of the largest and most well-known financial services companies in the world, offering a wide range of investment products and services to individual investors, financial advisors, and institutions.
- 2. Fidelity was founded in 1946 by Edward C. Johnson II and is still owned and operated by the Johnson family. It is headquartered in Boston, Massachusetts.
- 3. Fidelity is known for its mutual funds, which cover a wide range of asset classes and investment strategies. The company offers both actively managed and passively managed index funds, as well as target-date funds and sector-specific funds.
- 4. In addition to mutual funds, Fidelity also offers a variety of other investment products, including exchange-traded funds (ETFs), individual stocks and bonds, annuities, and retirement accounts such as IRAs and 401(k) plans.
- 5. Fidelity also offers a range of financial planning and advisory services, including retirement planning, estate planning, college savings planning, and tax planning.
- 6. Fidelity has a robust online platform that allows investors to manage their accounts, research investments, and access educational resources. The company also has a network of branch offices where investors can meet with financial advisors in person.
- 7. Fidelity is known for its customer service, with representatives available by phone, email, and live chat to assist investors with any questions or concerns.
- 8. Fidelity has a strong reputation for innovation, with a history of introducing new products and services to meet the changing needs of investors. The company was one of the first to offer online trading, and continues to be a leader in technology and digital investing.
- 9. Fidelity has a strong commitment to corporate social responsibility, with initiatives focused on sustainability, diversity and inclusion, and community engagement. The company also has a charitable foundation that supports a variety of causes, including education, health, and the arts.
- 10. Overall, Fidelity is a well-respected and trusted provider of investment products and services, with a long history of helping investors achieve their financial goals. Whether you are a novice investor just starting out or a seasoned professional looking for advanced investment options, Fidelity has something to offer for everyone.