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Our BusinessesASSET MANAGEMENTFidelity is one of the world’s leading asset management companies, offering an expansive array of global research and investment capabilities for individual and institutional investors. As of December 31, 2012, Fidelity managed $1.7 trillion in client assets.1 Personal InvestingFidelity is a leading provider of retirement planning, portfolio guidance, brokerage services and many other financial products and services to more than 13 million individual account holders. Workplace InvestingFidelity is the No. 1 provider of workplace retirement savings plans2 and the largest manager of 401(k) plan assets in the U.S.3 INSTITUTIONAL SERVICESFidelity is a leading provider of clearing, custody, brokerage and investment services to independent advisors, broker-dealers, family offices and other institutions. CHARITABLE SERVICESFidelity CharitableSM is an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since its inception, Fidelity CharitableSM has helped donors support more than 160,000 non profit organizations with over $13 billion in grants. 1. Fidelity Corporate Finance. |
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