Our managed account program in New York is provided through our affiliate, Weber Asset Management.

Weber Asset Management was established in 1992 by Ken Weber and Jack Bowers. It is now the largest investment advisor focusing exclusively on Fidelity funds, with approximately $250 million under management.

Most clients of Weber Asset Management are Fidelity Monitor subscribers who have decided to take the next step. An account at Weber Asset Management personalizes the strategies used by Jack Bowers to better meet individual needs and risk tolerance. The minimum account requirement is $200,000.

Weber Asset Management clients enjoy a variety of portfolio options, including some strategies that aren't available to Fidelity Monitor subscribers.

Getting started with Weber Asset Management is not complicated. First, you will be assigned an account executive who will send you an advisory agreement to sign, and help you through the paperwork of establishing or upgrading to an advisor directed Fidelity account. The account will stay in your name, and you will still be able to monitor all activity that occurs. Weber Asset Management is then authorized to make your trades, but only you can take money out of your account. Billing and performance reports are mailed quarterly. Fidelity provides monthly statements. A free subscription to Fidelity Monitor is available once you become an active client.

To find out more, visit the Weber Asset Management Web site, or call 800-438-3863 to request a full information package.