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Custody of Client Assets
Individual client accounts assets are custodied at Fidelity Investments®. Clients receive statements and activity confirmations directly from Fidelity. FourthPoint is not an agent of Fidelity; rather, it is an independent investment advisory and financial planning practice. Retirement plan assets for which we provide investment advisory services are custodied at the institution of the client organization's choice.
We do no trading on any 401k plan accounts unless via an individual client contract under a special version of Qualified Plan known as a non-prototype plan.
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The Boston side of the Charles River Basin, adjacent to the docks of Union Boat Club. The nearby financial district was where the concepts behind FourthPoint were born.
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