Who your advisor uses to custody your investments is a critical factor, in determining the level of service, support & protection you can expect.
Milestone Asset Management Group has established strategic relationships with industry leaders in order to provide our clients with the most comprehensive investment management services available. As your financial advisor, we’re expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing the service providers we employ to help you meet your financial objectives. This is why we’ve selected Fidelity Investments® (“Fidelity”) as our custodian.
A custodian is a financial institution that has legal responsibility for a customer’s securities. Custodianship includes management as well as safekeeping, and this service incurs additional fees. Our firm, like all investment managers, is required to have a custodian. Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm, National Financial Services LLC (NFS) — one of the largest clearing providers in the industry. A clearing firm is an organization that works with financial exchanges to handle the confirmation, delivery, and settlement of transactions.
When you’re selecting your financial advisor, considering who your advisor uses to custody your investments can be a critical factor, as this will help determine the level of service, support, and protection you can expect from your financial advisor.
Our selection of Fidelity Investments, one of the largest providers of financial services in the nation, enables our firm to offer you investment products, services, and protection that can go a long way in helping you meet your goals. Fidelity’s relationship managers work consultatively with our firm to help us choose the products and services that are in the best interest of you, our clients. We are confident that in the years to come, you can expect Fidelity to continue to help find new ways for us to better serve you.
Through our relationship with Fidelity Institutional, we gain access to more than 1,000 investment vehicles and strategies to customize your portfolio Including: