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Showing 1 - 2 of 2 results
FIDELITY EQUITY PARTNERS, LLC
FIDELITY EQUITY PARTNERS, LLC
Fort Collins, Colorado
1-24 employees
Boutique Advisory firm serving the start-up community in pre-rev/low-rev pre/post-seed capital procurement, value proposition coaching, investor alignment and M&A deal prep.
Retirement Benefits Rank
Below Market
CHAPEL & COLLINS LLC
CHAPEL & COLLINS LLC
Fort Collins, Colorado
All Size Average employees
Guided residency program to learn financial planning process Working directly under the financial advisor; Analyzed monthly client portfolio updates and summaries, prepared and organized all documents for client portfolio reviews, provided accurate, necessary portfolio changes and recommendations, placed trades as requested by FA. Conducted firm’s monthly mutual fund/EFT analysis & research, while tracking a “watch list” of underperforming funds using Morningstar. Assisted in Investment Policy Statement development & retirement planning analysis, while strategically aligning with client’s tax, insurance and estate planning needs.
Retirement Benefits Rank
Top Benefits