Custody & Clearing

Kelley Investments offers the expertise and accessibility of a local firm with the services, resources and security of one on the world's largest institutional custodians.

We are currently using National Financial Services (NFS) , a Fidelity Investments company, to hold our clients' accounts in safe custody, to produce our investors' monthly account statements, and to process our transactions.

Fidelity Investments is one of the world's largest provider of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

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