A personalized 1:1 coverage model for the large-bond investor

Learn how Fidelity’s High Net Worth Bond Desk can help meet your bond investing needs.

Tuesday, June 2, 2020
Noon – 1:00 p.m. ET



Fidelity’s High Net Worth Bond Desk provides clients with over $3 million in individual bonds and CDs at Fidelity with access to a unique level of expertise and one-on-one personalized coverage. Join Desk Manager Chuck Brown and Bond Consultant Lou Chavez for an inside look at the services the High Net Worth Bond Desk offers. Learn how the Desk works in conjunction with clients’ existing consultants and how it has helped investors to manage risk and to prepare for the opportunities that recent market turbulence has brought to light.

Our presenters will demonstrate a typical dialogue with a client using Fidelity’s Fixed Income Analysis software, illustrating how it can help provide a shared basis of understanding of the current state of their bond portfolio and how it can be used to help the bond consultant proactively meet a client’s needs in the weeks and months that follow.



Presenters

Chuck Brown

Chuck Brown

VP and Manager, High Net Worth Bond Desk
Fidelity Investments

Lou Chavez

Lou Chavez

Bond Consultant, High Net Worth Bond Desk
Fidelity Investments

Danielle Fox

Danielle Fox

VP and Fixed Income Regional Brokerage Consultant
Fidelity Investments

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