Fidelis Capital

Fidelis Capital Partners, LLC, established in 2022, is a registered investment advisor specializing in investment advisory and non-investment advisory services for individuals, family offices, trusts, and businesses. The firm offers portfolio management services, financial planning, retirement accounts, and selection of sub-managers. Fidelis employs quantitative, fundamental, technical, and economic analysis to align client goals with investment models. Clients have the option for discretionary or non-discretionary portfolio management services. The firm does not guarantee results due to inherent risks in investing. Fidelis does not act as a custodian and places trades through a qualified custodian. Fees are based on a percentage of assets under management, typically ranging from 0.15% to 1.00%. The firm does not charge performance-based fees or engage in side-by-side management. Fidelis is a fiduciary, obligated to act in clients' best interests. The firm's investment strategies include long-term purchases, short-term purchases, strategic asset allocation, and risk of loss considerations. Fidelis does not have any disciplinary disclosures and does not require a minimum account size. The firm's code of ethics ensures fair and full disclosure, and employees are prohibited from trading the same security in personal accounts on the same day as client accounts. Fidelis does not have custody of client funds and securities directly. The firm votes proxies for clients and follows a Proxy Policy to vote in clients' best interests. Fidelis does not have any financial impairment or bankruptcy history.