PDS Wealth Management maintains a relationship with Fidelity Investments, which serves as the primary custodian for clients’ assets. We believe Fidelity offers the most complete package of trusted brand, financial stability and reliable service.

Fidelity is a family-owned and privately held business with deep conservative roots. Fidelity is one of the largest asset custodian and brokerage firms in the world, with more than $7.3 trillion in client assets.*

*as of March 31, 2020

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Helping to Safeguard Your Assets

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Our Firm and Fidelity

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