Fidelity Investments


A custodian is a financial institution that has certain regulatory responsibilities for an investor’s securities. Investments of Reagan Holloway clients are placed in custody with Fidelity - one of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance, and settlement of transactions. When investors select a financial advisor, considering who they use to custody their investments can be critical.

Because the firm is privately owned, Fidelity is able to make decisions based on long-term benefits — not short-term gains — for the investors it serves. For example, Fidelity has a history of reinvesting a large portion of its profits in technology and services, which can help enhance the products offered to clients.

Our selection of Fidelity Investments, one of the largest providers of financial services in the nation, enables Reagan Holloway to offer the products, services, and investments that can go a long way toward helping our clients meet their goals.