Protecting your Investments

Thanks to several important federal regulations, most investors planning and saving for retirement in the U.S. can rest assured that their company retirement account is being managed in an ethical and prudent manner. In this post, we summarize the landmark law from 1974 that has such important implications today, and we discuss our continuing commitment to the higher values of the fiduciary rule.

5 Ways to Join the 401(k) Millionaire Club

It’s not as hard as it sounds. For many people, the million-dollar mark is a goal that represents security and peace of mind. Apply the tips in this guide, and you’ll be well on your way to make your million in retirement savings.

Fiduciary Responsibility

Holding a distinguished position of fiduciary responsibility, FIDELIS iM is a Registered Investment Advisor (RIA). We are a fiduciary to all of our clients and we have held this distinguished standard since our inception.

fi·du·ci·ar·y: one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client

Case Study: Rogue Valley Medical Practice Saves Big

A local physician with a successful practice in Medford, OR, moved his retirement plan to FIDELIS iM. Our Preferred Provider Retirement Alliance ℠ subsequently saved the physician and his employees thousands of dollars, accelerated the growth of their retirement plan, leveraged additional tax deductions, and empowered employees to make more informed financial decisions.