Fidelity

Fidelity is a privately owned investment management firm that caters to a diverse clientele, including individual investors, businesses, financial advisors, and institutions. The company offers a broad range of financial services, such as retirement planning, estate planning, wealth management, and life insurance. Additionally, Fidelity specializes in discount brokerage and provides various investment products including mutual funds, annuities, and managed portfolios. The firm emphasizes the financial well-being of its clients by conducting in-house research to inform its investment strategies. With a focus on helping clients achieve their financial goals, Fidelity plays a significant role in the financial services industry.