Strategic Relationships

We have established relationships with industry leaders in order to serve our clients with the most comprehensive wealth management services available.

All our relationships are very important to us as they play a very integral part of our process of serving our clients. These relationships allow us to better serve our clients.

We utilize the institutional trading platforms of brokerage firms, such as Charles Schwab & Co., Inc., TD Ameritrade, and Fidelity Institutional Wealth Services to custody all client assets. All three firms provide our clients with safety of assets, complete portability, flexibility, and transparency.

As part of the services we offer, we provide our clients with portfolio reporting. Our portfolio managemgent system is Morningstar Office. Morningstar is a household name in theinvestment managment world. We also use Morningstar to conduct our mutual fund, ETF, and Stock research.

Fidelity Investments is an independent company, unaffiliated with FPL Capital Management. Fidelity Investments is a service provider to FPL Capital Management.
There is no form of legal partnership, agency affiliation, or similar relationship between FPL Capital Management and Fidelity Investments, nor is such a relationship is created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by FPL Capital Management and does not guarantee or assume any responsibility for its content.
Fidelity Investments is a registered service mark of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC