OUR LEVERAGE,

IS YOUR LEVERAGE

Fidelity Investments Clearing

and Custody Solutions®

We have partnered with Fidelity Investments to serve as custodian of our clients’ assets. With a 75-year track record, Fidelity is one of the most respected and diversified financial companies in the United States. Fidelity’s Clearing & Custody Solutions® works with nearly 10,000 advisory firms and brokers across the country and oversees $2.1 trillion in assets under administration (as of December 31, 2019). Fidelity manages $8.3 trillion in total customer assets (as of December 31, 2019). Its innovative technology, platforms and investment solutions are highly regarded by both investment professionals and investors.

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INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. 

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

The content is developed from resources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult your legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security

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