We are proud to announce the launch of our new independent firm, Constitution Capital, LLC. By becoming an independent firm, we can better serve your investment needs. We now can offer you a broader range of financial solutions and services, such as our covered call option program, to help you attain your investment goals. You can be confident that we will continually seek ways to help you enhance the income of your portfolio and achieve investment success.
With combined experience of more than 100 years, our team is dedicated to providing exceptional service. You can be assured that our client-focused approach remains unchanged — we will always put your needs first and foremost.
We have chosen Fidelity Investments to serve as the custodian for our clients’ assets. Fidelity is one of the oldest, largest, most respected and financially sound financial companies in the United States. Established in 1946, it oversees $2.1 trillion in assets under administration (AUA) and its Clearing & Custody Solutions® works with nearly 10,000 advisory firms across the country. Fidelity’s innovative technology platforms and diversified investment solutions are highly regarded by both investment professionals and the 7.1 million individual investors it serves.
We look forward to working with you and helping you achieve financial success.