Fidelity Institutional Wealth Services Investment Platform

Fidelity is known throughout the financial industry for its strength and reputation, and their institutional Wealth Services division is no exception. ITS operates on the FIWS platform through separate accounts. All four of our current DAPM programs are available at FIWS.

ITS utilizes only true no-load or load-waived funds for our portfolios on the FIWS platform. Additionally, we screen out all transaction-fee funds leaving only NTF funds for our portfolio selections. As a result, the only costs to the client are the annual asset-based expenses (i.e. expense ratios) charged by the funds and our annual asset-based management fee.

The FIWS platform presently provides ITS with adequate depth---there are thousands of funds available after our initial screen has been applied.