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Fidelity Management Trust Company

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Fidelity Management Trust Company

Overview:

For the past 25 years, Fidelity Management Trust Company (FMTC) has offered trust services by providing state-of-the-art valuation and accounting services for employee benefit plans. By leveraging our tried-and-true mutual fund valuation processes we provide seamless processing and valuation from recordkeeping to trust and performance systems. As with our mutual fund business, we have built our trust business to deliver the highest quality services with integrity, accuracy, and fiduciary responsibility. We believe our integrated service model is a key component enabling us to provide seamless and precise processing for employee benefit plans.

FMTC provides custom trustee services to over 500 clients with assets exceeding $260b. We are a directed trustee.

Our value proposition distinguishes us from our competitors in the following ways:

   Single source, proprietary service delivery. All services performed are delivered by Fidelity associates using proprietary technology. Accordingly, plan sponsors will benefit from seamless accountability.

   Investment and trust expertise. For five decades, Fidelity has demonstrated an unwavering commitment to fostering and leveraging the experience of some of the world's most talented professionals, and put that experience to work for our clients.

   Technology. We commit to leveraging innovation to improve services and overall efficiency.

   Participant experience. We focus on streamlining participant interactions to enhance the overall participant understanding of their benefit plans and your commitment to their retirement goals.

Ultimately, our goal is to provide a service that contributes to the success of your organization.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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