We have chosen one of the most trusted financial companies in the world to serve as the custodian for your assets. Fidelity is a leading provider of clearing, custody, brokerage and investment services for independent advisors, broker-dealers, family offices and other institutions. As of December 2013, Fidelity had $4.6 trillion in assets under administration, serving more than 20 million individuals and institutions, as well as more than 5,000 financial intermediary firms.