Quote for the month: "There shall be eternal summer in the grateful heart."
Calvert Financial Advisory
&
Fidelity Institutional Wealth Services
HOW WE WORK TOGETHER FOR YOU
At Calvert Financial Advisory, we are always seeking continuous improvement in the quality of services we provide as well as the infrastructure designed to protect our clients. As we look to the future, we want to ensure our clients have access to the "best of the best" and more importantly, we never want our clients to worry about who has custody of their assets. This is why we have chosen Fidelity Institutional Wealth Services to provide our custodial services. Fidelity's 60 year reputation for integrity and financial management expertise gives our firm an added peace of mind regarding the protection of your assets. Our selection of Fidelity Institutional Wealth Management, one of the largest providers of financial services, enables our firm to offer you investment services on one of the most advanced and comprehensive Trading Systems available. Their sophisticated electronic trading system means Fidelity Capital Markets can match buyers and sellers more easily. This may translate into better pricing for us and you. We believe this change provides a solid foundation for us to work with one of the most respected financial firms in the industry in an effort to help you achieve your financial goals.
Excellence, Quality, Commitment
These are our core values, and it is our pledge to you. At Calvert Financial Advisory, we commit to you and our community through quality, excellence and unparalleled service. Read more about us, our mission, and our core values here.
Planning & Wealth Management
Our financial planning process is what we believe sets us apart from other investment companies. We help to identify your goals and then develop a set of actions based on those goals. Read more about the planning and education process here.
Risk Management & Insurance
Insurance can be viewed as a protective armor to guard against catastrophic events. Risk management measures help safeguard you and your assets against unforeseen events. Read more about our risk management strategies here.
