Fidelity Investments has affirmed its status as a leader in the financial sector, managing a significant $12.6 trillion in assets as of December 31, 2023. This amount includes $4.9 trillion in discretionary assets, indicating the firm’s robust approach to comprehensive asset management.
Fidelity’s Commitment to Clients
The company’s financial footprint highlights its dedication to addressing the diverse needs of individual clients and businesses. Over its 77 years of operation, Fidelity has developed a workforce of more than 74,000 associates, reinforcing its position in the market.
Global Presence and Accessibility
Headquartered in Boston, Fidelity maintains a strong operational hub while expanding its services internationally. The firm operates in nine countries across North America, Europe, Asia, and Australia. This international presence allows Fidelity to comprehensively understand and cater to the financial needs of a global clientele.
Communication Practices
Fidelity prioritizes official communication channels for client support and inquiries. The firm advises clients that communications sent through unofficial platforms, such as Seeking Alpha, will not be monitored. This practice helps ensure clarity and security in all client interactions.
Future Directions
As the financial landscape evolves, Fidelity’s mission remains steadfast: to enhance financial outcomes for its clients. The company aims to contribute positively to the financial health and well-being of its diverse customer base, demonstrating its long-standing commitment to the industry.
