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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.

Upcoming Events

October 20, 2010

The location is still yet to be determined, but the date is set! CFA and our strategic partners are hosting a business seminar "From Successful Business Owner to Financially Secure Retiree". Stay tuned as important details emerge!