We Provide a Broad Range of Services to help you reach your Financial Goals
Fee Based Managed Accounts
 Professional Asset Management
Socially Responsible Investment (SRI) Strategies
Detailed Performance Reports
Includes Market Benchmark Comparison,
Industry Concentration Analysis, Consolidated
Account Summary
International Exchange Trading & Currency Settlement
Alternative Investment Choices
Trust Services
Charitable Giving Strategies
Third Party Managers
Private Wealth Management
Private Funding Options
IPO Access
Financial Planning
Financial and Retirement Planning
Income Distribution Planning
Estate Planning
Insurance and Asset Protection Planning
Recordkeeping Services
Consolidated Accounts Regardless of Custodian
Detailed Summary of All Accounts
Tax Reporting with Gain/Loss Detail
Account Options
24/7 Internet Access to Accounts
Check-writing Privileges & Debit/ATM Card
Householding (consolidates all account in one envelope for mailing)
E-Delivery of Statements & Trade Confirmations
Disclosures
Fidelity Investments® is an independent company, unaffiliated with Collins Capital Management. Fidelity Investments® is a service provider to Collins Capital Management.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments®, nor is such a relationship created or implied by the information herein. Fidelity Investments® has not been involved with the preparation of the content supplied by Collins Capital Management and does not guarantee or assume any responsibility for its content.
Fidelity Investments® and Fidelity Institutional Wealth Services® are registered service marks of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 596160.1.0
Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Collins Capital Management. Collins Capital Management is not affiliated with Triad Advisors.
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