We have served as investment advisor to 401K plans for years and years. Fidelity Investments® is a service provider to Kay Investments Inc. Working with Fidelity Investments® gives our firm access to a wide range of products and services that can help us serve the needs of our clients. We hold regular employee meetings, choose core investments, build investment model portfolios and review the plan regularly with management.
Why Do We Prefer a Fidelity Plan?
- We view Fidelity as the expert provider in the world of retirement plans
- We consider the cost/benefit and compliance profiles to be superior
- We are able to interact seamlessly with the plan
- We favor the vast universe of investment options from which to select core funds
- We have the opportunity to build simple descriptive model portfolios, such as “aggressive, moderate, conservative”.
- We have availability of institutional share classes
- For the more sophisticated client company we may suggest individual brokerage accounts
- We are able to utilize intensive plan exams and reviews
Fidelity Investments is an independent company, unaffiliated with Kay Investments Inc. Fidelity Investments is a service provider to Kay Investments Inc. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kay Investments Inc. and does not guarantee, or assume any responsibility for its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. [eReview number 680021.1.0]