Kelley Investments Global Capabilities
account security


CLIENT ASSETS invested through Kelley Investments are held in custody at Fidelity Investments clearing firm, National Financial Services LLC (NFS). Securities held in accounts at Fidelity Investments are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). Fidelity Investments/NFS provides additional protection that covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC.