At Strategic Investments Corp., we strive to provide a unique form of financial planning services as well as expertly informed investment advice. We do so by using a tactical approach to investing that offers financial benefits to our clients in both the short and long term. While our expertise helps to manifest your vision, the financial partners we work with provide the necessary services to make that happen. Fidelity Investments is one such partner that we rely on for essential financial products and services.
About Fidelity Investments – National Financial Services LLC
Fidelity Investments is a multinational financial services company with its headquarters based in Boston, Massachusettes. With over $2.4 trillion in managed assets, they are one of the larger asset management firms in the world. They have been providing clients with a suite of financial services for over 70 years. Clients all over the world trust their sound financial guidance as well as proven effective services.
Founded in 1946, as Fidelity Management & Research, the company quickly expanded to start serving international markets. Today, they offer financial services that include:
- 401(k)
- Stock trading
- Brokerage firm
- Cryptocurrency trading
For decades, Fidelity Investments has been at the forefront of the financial industry. For example, their cryptocurrency trading division perfectly showcases their willingness to adapt to a changing financial landscape. This philosophy makes them an ideal partner for our clients and our purposes here at Strategic Investments Corp.
How We Use Fidelity Investments – National Financial Services LLC
Fidelity’s services benefit us as a clearinghouse as well as a custodian of assets. Of course, these are two essential services for any financial advisor or investment manager. A custodian of assets is essentially a financial institution which holds and manages the accounts containing a client’s assets. As a clearinghouse, Fidelity Investments assists Strategic Investments Corp. by being an intermediary between buyers and sellers of financial transactions. This assistance frees both you and your financial advisor from having to deal with the intricacies of performing and verifying transactions after making trades.
With Fidelity Investments as a partner, we are then able to spend more time dealing with the hands-on strategic planning of your financial future. It frees us from having to perform and verify single trade and transaction we make. They are an invaluable resource to us and to our clients.
How Strategic Investments Corp. Can Create Your Future
Strategic Investments Corp. was founded to be a new form of a financial planner. Long gone are the days of standardized investment strategies and simplistic management. Every day, we look for opportunities to build our clients wealth as well as insulate them from potential market downturns. Our founder, Eladio Santiago, has spent more than two decades in major Wall Street firms and has seen first hand how modern financial planning has stagnated. For this reason, Strategic Investments advisors utilize a tactical investing approach that seeks to make calculated financial gains at every opportunity. We do this through a suite of financial services including:
Whether you’re a first-time investor looking to start putting their money to work for them, or an experienced trader looking for a new perspective on wealth management, we can help. We consider every client’s unique situation when crafting an investment strategy. Whether you’re investing for retirement, college savings, or financial independence, Strategic Investments Corp. advisors have a plan that can work for your long term goal while maximizing on short term gains. Discover the difference a tactical investment plan can make for your finances. Call us today at 410.312.5779 to learn more about our financial services.
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AR, CO, DC, DE, FL, GA, MD, MI, NJ, NY, NC, PA, VA, WV , Cambridge and Strategic Investments Corp. are not affiliated.