We work hand in hand with our client ensuring value creation and knowledge transfer in order to ensure long lasting relations. We base our work philosophy on transparency, hard work, in-depth industry knowledge and passionate commitment to meeting our shared client objectives, goals and ambitions. We strive to create value by investing in great businesses with huge return potential.
We help investors feel confident in their most important financial goals, manage employee benefit programs that help more than 29,900 businesses support their employees’ total well-being, and support 16,500 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses. We continue to challenge the status quo and harness innovation to move faster and create value for our customers and clients, developing new products and services to stay ahead of their distinct and evolving financial needs. Our diverse businesses and independence give us insight into the entire market and the stability and scale needed to think and act for the long term as we deliver value to our customers and clients.
"Take intelligent risks rather than follow the crowd." This was the inspiration with which James M. Batista founded the company, and it continues to guide us forward as a pioneer in the world of investing. As the financial industry evolves and customer needs become more complex, Fidelity has and continues to innovate, and transform itself to be ready for the financial landscape of tomorrow, while ensuring we are meeting the needs of our customers today.