Fidelity


Since HighTower is not bound by in-house or custodial relationships, your Resolute advisors can select custodians based on your wealth management needs, goals and interests.

FIDELITY INVESTMENTS ASSETS UNDER ADMINISTRATION
$5.4 trillion (as of June 30, 2016)

FIDELITY INVESTMENTS ASSETS UNDER MANAGEMENT
$2.0 trillion (as of December 31, 2015)

FIDELITY CLEARING AND CUSTODY SOLUTIONS
$1.5 trillion in assets under administration; 6 million customer accounts (as of June 30, 2016)

CREDIT RATINGS
Since 1999, Fidelity has consistently earned Investment Grade credit ratings for both Long Term Debt and Financial Strength from Standard & Poor’s® (“S&P”), Moody’s Investors Service, and Fitch. FMR LLC was most recently rated A2/Stable by Moody’s, A+/Stable, A-1 by S&P, and A+/Stable by Fitch.

Subject to regulations of SEC and other regulatory organizations, required to regularly file reports with SEC about its net capital position; required to maintain minimum net capital equal to 2% of aggregate debit items associated with customer transactions.

Audited every year by an independent public accounting firm.

Sources:
Fidelity Investments: About Us
Fidelity by the Numbers: Overview