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Financial company in The Woodlands earns prestigious award

By: Fidelity News
| Published 10/20/2016

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THE WOODLANDS, Texas -- Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, recently announced the winners of the second annual Be Greater Awards.

The awards recognize RIAs that are taking their firms to the next level, evolving them into successful, growing businesses.

The winners of the 2016 Be Greater Awards are:

  • Investment Advisory Services, Inc. (The Woodlands, TX)
  • Probity Advisors, Inc. (Dallas, TX)
  • Adviser Investments (Newton, MA)

“Today’s dynamic environment requires firms to focus relentlessly on growth and efficiency to remain competitive,” said Bob Oros, executive vice president and head of the RIA segment, Fidelity Clearing & Custody Solutions. “This year’s Be Greater winners demonstrated their commitment to excellence across critical areas of their businesses that will help them become future-ready and achieve long-term success.”

Winners were chosen by an esteemed panel of industry professionals.

Fidelity will make a donation to the charity of each winner’s choice in the amount of $15,000.

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