Fidelity

DYLAN DOW, 3RD BLOCK

History of Fidelity Investments

How did fidelity Investments Start? 1943-1972: Edward C. Johnson 2nd took over the Fidelity Fund,

and in 1946 he created the Fidelity Management and Research Company to be an investment advisor to the Fidelity Fund.

1973-2000: Edward C. Johnson 3rd took over Fidelity. He wanted Fidelity to remain privately owned to remain free of the short-term market.

21st Century: Fidelity reached its $1 trillion milestone in assets.

Why are they successful? They are successful for many reasons. They have a strong work

force and a great management of their money and time. They also chose to remain a private business, thus keeping them from some of the market downfalls.

Mutual Funds401kCollege Planning

None of these have a price per say as they all depend on how much money (investments) you want to put into them. They also have other products such as trading and IRA’s.

Products and “Prices”

About Fidelity

Headquarters located in Boston, Massachusetts.

They have 41,200 employees (2007)Started in 1946

More Information!

Current CEO: Edward C. Johnson 3rd

Revenue: $12.87 Billion USD (2006)Fidelity is private and does not havePublic stocks

Major Competitors

DWS Investments

Vanguard Investments

Why they are successful

They are a privately owned company, meaning they get more benefits than public companies.

They have a large, dedicated, and well thought out work force.

They manage their clients well in their retirement funds, etc.

Logos & Slogans

Slogans: Smart Move

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