Value Investing with Fidelity
• Strength
– Largest privately owned financial company in world.
– One of the industries most technologically advanced platforms.
• Protection
– A member of the Securities Investor Protection Corporation (SIPC), assets insured up to $500,000 including cash claims limited to $100,000.
– Supplemental insurance protection covers total account net equity in excess of the $500,000 / $100,000 covered by SIPC.
• Access
– Broad Selection of Investments.
– Planning and Asset Accumulation Resources.
– Trading Strength.
• Simplified Record Keeping
– Consolidated Monthly Statements.
– Realized Gains and Losses.
– Year-end Tax Summary.
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