Fidelity Asset Mgmt @
Fidelity Bank
Fidelity Bank Wealth
Management
William P. McAndrew
Senior Vice President &
Financial Advsr
Located at Fidelity Bank
101 N Blakely Street
Dunmore, PA 18512
570-504-2207
570-504-2206
[email protected]
www.fidelitybankinvestments.com
Major Asset Classes
June 17, 2017
Page 1 of 3, see disclaimer on final page
Major Asset Classes
When determining how to diversify an investment portfolio, you should consider the variety of broad types, or classes, of
investments that are available. Listed below are the general asset classes most frequently considered when designing a portfolio.
Cash
• Bank accounts, money market funds, CDs
Stocks
Classified by:
• Geography: domestic (U.S. only), global (includes U.S.), international (foreign
only)
• Company size: large cap, mid cap, small cap, micro cap
• Style: aggressive growth, growth, value, income
Bonds
Classified by:
• Geography: domestic (U.S. only), global (includes U.S.), international (foreign
only)
• Type of issuer: government, municipal, corporate
• Default risk: investment grade (lower risk), high yield (higher risk)
• Time factor: long term, intermediate term, short term
Real Estate
• Your home, vacation property, rental property, real estate investment trusts
(REITs)
Other
• Private equity, hedge funds, futures, options, foreign currencies, precious
metals
June 17, 2017
Page 2 of 3, see disclaimer on final page
Registered Representative of INVEST Financial Corporation, member FINRA/SIPC.
INVEST and its affiliated insurance agencies offer securities, advisory services and
certain insurance products and are not affiliated with Fidelity Asset Management
Services or Fidelity Bank. Products offered are: • Not FDIC insured • Not Bank
Guaranteed • May lose value including loss of principal.
https://www.investfinancial.com/public/forms/madv6130aifc.pdf This website may
contain concepts that have legal, accounting and tax implications. It is not intended
to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax
advisor, or accountant regarding your specific situation. No representations are
made as to the accuracy of the information contained herein or any information
contained in any link provided herein. Important Customer Information: This site is
for informational purposes only and is not intended to be a solicitation or offering of
any security and; 1.) Representatives of a broker-dealer ("BD") or investment
advisor ("IA") may only conduct business in a state if the representatives and the
BD or IA they represent (a) satisfy the qualification requirements of, and are
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conduct business in a state to the extent that they provide individualized responses
to investor inquiries that involve (a) affecting, or attempting to affect, transactions in
securities; or (b) rendering personalized investment advice for compensation.
Fidelity Asset Mgmt @
Fidelity Bank
Fidelity Bank Wealth
Management
William P. McAndrew
Senior Vice President &
Financial Advsr
Located at Fidelity Bank
101 N Blakely Street
Dunmore, PA 18512
570-504-2207
570-504-2206
[email protected]
www.fidelitybankinvestments.com
Page 3 of 3
June 17, 2017
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017