Strategic Relationships

Here at FPL Capital Management, we have established strategic relationships with industry leaders in order to provide our clients with the most comprehensive investment management services available. All of our relationships are very important to us as they play a very integral part of our process of serving our clients. These strategic relationships enable us to better serve our clients.

We utilize the institutional trading platforms of brokerage firms, such as Charles Schwab & Co., Inc., TD Ameritrade, Fidelity Institutional Wealth Services, and Interactive Brokers to custody all client assets. All three firms provide our clients with safety of assets, complete portability, flexibility, and transparency.

As part of the services we offer, we provide our clients with portfolio reporting. Our portfolio management system is Morningstar Office. Morningstar is a household name in the investment management world. We also use Morningstar to conduct our mutual fund, ETF, and Stock research.

Fidelity Investments is an independent company, unaffiliated with FPL Capital Management. Fidelity Investments is a service provider to FPL Capital Management. There is no form of legal partnership, agency affiliation, or similar relationship between FPL Capital Management and Fidelity Investments, nor is such a relationship is created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by FPL Capital Management and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC