Fidelity Investments Inc. provides financial services like wealth management, asset management, consultancy, investment advice, etc. It is among the largest and the most trustworthy consultants of mutual funds investments. The company was founded in 1946 by Edward C. Johnson II. Back then, it was called Fidelity Management & Research (FMR). Today, it is simply known as Fidelity, and its headquarters lie in Boston, MA.
You may have often experienced that certain financial companies care only about the money, not about their clients and customers. That is not the case with Fidelity. In fact, the Fidelity mission and vision focus on the financial well-being of the customers. Investment is usually a long-term product, and the company will be with you right till the end of the maturity period.
Fidelity Mission Statement
Fidelity mission statement says, “to strengthen the financial well-being of our clients.” Thus, it not only offers investment products but also helps you choose the right one. The world of financial investments is uncertain at best and highly volatile at worst. The consultants and advisors at Fidelity are amazingly experienced at predicting the outcome of an investment. And the firm supports only those companies that have a tendency to keep growing.
Thus, any layperson will stand a better chance of making profits by investing in the companies supported by Fidelity. Plus, you will gain access to the finest and the most detailed investment advice that will definitely benefit you in the long run. No wonder the company’s employees are always so confident. They fulfill the Fidelity mission statement every day!
Fidelity Vision Statement
Fidelity vision statement is, “to make financial expertise broadly accessible and effective in helping people live the lives they want.” People have dreams and ambitions they wish to achieve, and they often need money to do that. Investing your savings to make them grow over time is the easiest path to financial freedom. However, you need to know the ins and outs of the finance and trading business to amass a substantial sum in a relatively short time.
That is where Fidelity’s expert consultants come into the picture. They know everything there is to know about investments and potential companies. They will consider and assess your needs to give you the most optimum investment option. And to top it all, their fees are quite affordable. This is the way in which Fidelity aims to achieve its vision of making financial expertise broadly accessible.
Fidelity Core Values
The Fidelity core values are directly related to its name itself – integrity, honesty, and loyalty. The company will always be honest with you regarding your investments. They won’t needlessly guarantee a rise in the graph if there is a chance that the stocks will fall. Additionally, they will always be loyal to you and your investments, never disclosing your personal information to any third party.
That is how the Fidelity mission and vision build trust and maintain the company’s integrity. And in turn, its core values encourage its employees to achieve its mission statement.
Fidelity Mission Statement History
Fidelity mission statement remains unchanged through 2020 and 2021