Why specialize in Fidelity and Vanguard funds?
We believe Vanguard and Fidelity provide all the tools an investor needs to create an intelligent, well-diversified portfolio-at low cost. In fact, we use the different characteristics of each fund family to your advantage-and offer you the Best of Both Worlds. At Vanguard that means low costs, no nonsense funds, and a bevy of outstanding actively managed funds which are complimented by the company’s renowned equity index and low-cost bond funds. At Fidelity it means some of the best minds, best funds, best research, and best support services anywhere.
