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  • Fidelity Investments

    • Investment Advisory
    111 S. Westlake Blvd. # 103
    Thousand Oaks, CA 91362
    (805) 496-8362

    About Us

    Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of product solutions for individual investors, employers, institutions and read more
    • About

      Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of product solutions for individual investors, employers, institutions and intermediaries. Our fundamental mission is to help customers and clients achieve their financial objectives. Fidelity has $4.6 trillion in assets under administration, including managed assets of $1.9 trillion, as of December 31, 2013.

      Fidelity is one of the largest mutual fund companies, the leading provider of workplace savings plans in the U.S., and the country's No. 1 provider of Individual Retirement Accounts (IRAs). We offer retirement planning, portfolio guidance, brokerage services and many other financial products and services to more than 20 million individuals and institutions, as well as more than 5,000 financial intermediary firms.

      Fidelity's investment management and research capabilities are world-class. We employ one of the largest staffs of portfolio managers, analysts and traders in the industry, and manage hundreds of mutual funds and institutional strategies, encompassing virtually every investment class and category.

      For 65 years, Fidelity has maintained a commitment to continuous improvement and peerless customer and client service. However you do business with us, directly or through a third party, our pledge is to always put your interests first in everything we do.

    • Media

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  • 7-Time President's Circle Award from


  • Official Chamber of Commerce for

    Official Chamber of Commerce for Thousand Oaks, CA Official Chamber of Commerce for Westlake Village, CA   Official Chamber of Commerce for Agoura Hills, CA

     

     


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