AiM Fidelis is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.
Our financial advisors have an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.
At AiM Fidelis, we provide access to the strategic and tactical views of some of the world’s most respected investment professionals. This information and analysis is directly available to our clients, and can help them leverage these resources to strengthen their portfolio.
To effectively create and carry out a client’s wealth management strategy, a single, integrated view of the client’s finances is essential. Our financial advisors assist clients to organize all of the critical components of their financial resources. This comprehensive picture of a client’s financial life allows the financial advisor to monitor progress against the plan and suggest modifications as needed to help keep a client’s goals in reach and the strategy on the right course.
Depending on the complexity of a client’s wealth, our financial advisor can access highly credentialed professionals with experience in areas such as family dynamics, philanthropy, risk management and wealth transfer, and asset preservation strategies. Working with your Financial Advisor, their objective is to help you ensure that your personal and family values are at the heart of your wealth planning strategy.
Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 555 Madison Avenue,
- Phone
- +1 646-559-7102
- in****@****lis.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- aimfidelis.com
- Keywords
- New York.
- HQ
- New York, NY
- Competitors
- 5E Wealth, Amity Search Partners.
Aim Fidelis Questions
Aim Fidelis's helpline number is +1 646-559-7102
Aim Fidelis's website is aimfidelis.com
Aim Fidelis's LinkedIn profile is https://www.linkedin.com/company/aimfidelis
Aim Fidelis has
2 employees.
View email and phone details for 2
employees at Aim Fidelis.
Aim Fidelis's industry is
Financial Services
Aim Fidelis's top competitors are
5e Wealth,
Amity Search Partners.
Aim Fidelis's support email address is info@aimfidelis.com
Aim Fidelis's categories are Financial Services
Aim Fidelis's founding year is 2017
