Fidelity Investments Review

Fidelity Investments is a global financial services corporation based in Boston, Massachusetts. It was previously known as Fidelity Management & Research or FMR. It has a wide range of products for investors, including mutual funds, stocks, and bonds. Its mission is to provide financial security and peace of mind for their clients.

Fidelity has a strong educational resource center to help its customers learn more about investing and financial planning. They also offer a library of research materials and webinars covering financial topics. These materials are organized by skill level. For example, if you are new to investing, you can enroll in an online financial course and gain access to a professional financial advisor.

Fidelity Investments is one of the largest mutual fund companies in the U.S., with over $1.2 trillion in assets under management. The company is privately held and controlled by the Johnson family. According to Forbes magazine, the Johnson family’s net worth is $26 billion. It employs over 41,000 people.

Fidelity Investments is an investor-friendly company that offers low costs and a variety of investment options for every type of investor. Their index funds feature zero expense ratios and are suitable for both beginners and seasoned investors. You can also take advantage of their industry-leading research resources. You can even buy fractional shares, and use this investment to avoid paying any fees.

However, Fidelity is not without controversy. While the company claims it has a zero-to-one risk-reward policy, it doesn’t disclose its compensation to investors. Some Fidelity executives have received millions of dollars, while others are not. In some cases, they have lost investors’ money.

The company is a major player in the investment industry. Its CEO, James Curvey, also serves as chairman of the board of trustees for several Fidelity mutual funds. He is a former top lieutenant of Fidelity Chairman Ned Johnson. Curvey’s role involves protecting the interests of the company’s investors.