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Got a question about our services? Check
out the questions and answers listed below
and chances are you'll be able to find what
you're looking for right here. And, of
course, if you have a question that you
still can't find a response for, please
e-mail or telephone us. Our address is at
the bottom of this page, so please let us
know what your questions and comments are.
Questions
What is the
Fidelity Investor service?
What is FFSA?
Who operates Fidelity
Investor?
Who is Jim Lowell?
What makes Fidelity
Investments a great place to invest my
money?
How long has
Fidelity Investor been published?
Why can't I get the
reports I want to print out?
What is the
Fidelity Investor service?
Fidelity Investor is an independent
investment advisory helping investors use
the Fidelity family of mutual funds to meet
financial goals. Editor Jim Lowell, the
leading expert on investing at Fidelity,
gives members objective and unbiased
recommendations on Fidelity funds, since
Fidelity Investor is not affiliated in any
manner with Fidelity Investments. Our
service includes a monthly newsletter
covering each and every one of Fidelity's
retail mutual funds with specific "buy,"
"hold" and "sell" recommendations plus
performance returns to show you how well
(or, how badly) your Fidelity fund has
performed. And we'll fill you in on the best
Fidelity funds to be invested in and which
funds you should strongly avoid. Members
also have a choice of four easy-to-follow
models using only Fidelity funds to
formulate a personal investment strategy --
whether you're a conservative, moderate or
aggressive investor. We also notify members
of all changes in Fidelity's fund
management, tell everyone about new Fidelity
fund offerings and let you in on ways to get
around Fidelity's rules to make investing
easier and more profitable. A membership
subscription includes automatic enrollment
in the Fund Family Shareholder Association,
free of charge and completely confidential.
Members also have access to FFSA's 24-hour
Fidelity Investor hotline.
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What is FFSA? FFSA stands for
the Fund Family Shareholder Association, an
association dedicated to providing objective
financial information for investors in the
largest fund families, Vanguard and
Fidelity.
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Who operates
Fidelity Investor? Fidelity
Investor is published by FundWorks, Inc., a
publisher specializing in publications that
provide tens of thousands of readers with
independent investment advice and award
winning financial leadership.
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Who is Jim Lowell? Mr.
Lowell (bio)
is the Boston-based Editor of Fidelity
Investor. A graduate of Vassar College and
Harvard University, Mr. Lowell's path to
becoming the country's premier "Fidelity
insider" started when he worked as a senior
financial reporter for Fidelity Investments.
Today, in addition to his role as Editor of
Fidelity Investor, he is the chief
investment strategist for Adviser Investment
Management, Inc., a private Watertown, MA
money management firm (no affiliation with
Fidelity Investor) as well as the writer of
several investment books -- How to Survive
in the Real World, published by Penguin USA,
1996, Investing From Scratch, Penguin USA,
1997, and Smart Money Moves Penguin USA,
1999.
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What makes
Fidelity Investments a great place to invest
my money? Fidelity Investments
has long been a leader in providing
high-quality financial instruments to
American investors. Ned Johnson III, founder
of Fidelity, started out managing Fidelity's
flagship Magellan fund and slowly built up
what 50 years later is the largest private
fund company, with over $900 billion dollars
in managed assets. If you are investing at
Fidelity, you already know the maxim "bigger
is better" has never been more applicable.
Fidelity's extraordinary resources enable
the company to pass on wonderful benefits to
Fidelity investors, including talented fund
mangaers, great fund performance, and a
comprehensive one-stop shop for terrific
funds in all categories. Fidelity
management has always prided themselves on
investing in only the best technology for
their employees and investors. Once again,
they've proven themselves as a technological
leader with a comprehensive web site
boasting easy investor access to personal
accounts and trading abilities. And
because of their huge size, Fidelity
commands a powerful respect in the financial
world; the boards of directors of
multinational blue-chip companies, many of
which won't give smaller financial outfits
the time of day, strive to maintain good
relationships with Fidelity's stock-picking
analysts and researchers. With so many
funds, and fund companies, to choose from,
how can investing with Fidelity make my
financial life simpler? Fund investors
wisely choose Fidelity to house their
investments because no matter what you're
investment style, you'll find what you're
looking for under one roof. In addition to
brokerage services, Fidelity offers
exceptional growth-oriented as well as great
international funds and, recently, they've
created a selection of index funds; you can
find what you're looking for and get the
added benefit of consolidated statements to
make your investing life even easier.
Fidelity also offers 24-hours-a-day superior
customer service, so no matter how hectic
your personal life is, you can attend to
your funds whenever it's convenient for you.
As with everything, however, there's always
room for improvement. That's where Fidelity
Investor steps in because, as with most fund
companies, Fidelity has winning funds and
funds you should steer clear of. Fidelity,
despite a multitude of talented, "home
grown" portfolio fund managers, has been
known to play "musical chairs" with
managers, and will not tell you when a
talented strategist leaves a fund, and
leaves you in the lurch. But we will.
Fidelity advertises funds that they want you
to know about, not always the fund that's
best for you. Fidelity will also never
warn you to sell a fund if the market takes
a severe downturn, but we will. And we'll
also fill you in on many other "behind the
scenes" secrets of successful investing at
Fidelity to save you tax expenses, hidden
fees and hopefully some sleepless nights
too.
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How long
has Fidelity Investor been published?
Since January 1998.
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Why can't I get
the reports I want to print out?
All computer systems are different. The most
common reasons why computer users have
problems printing are not enough memory on
your hard drive or the wrong "plug-in" to
have access to the past issues (we have the
Adobe reader available to download to obtain
past issues if you are a current member).
The fastest way to resolve any computer
problem you are experiencing is to contact
your computer company's customer service
department. If you are still not able to
obtain access to our web site or reports,
please contact us at the address below (if
using our e-mail service, please be sure to
include your e-mail and/or mailing address)
and we will respond to your questions,
thoughts and comments about this site and
your experiences with Fidelity Investments
and our advisory service.
Top of Page If you have
any further questions about our membership
services or our website, please do not
hesitate to
contact us. |
