Spend Management Partners

Victory Capital is a diversified global investment management firm based in Cincinnati, OH. They offer a wide range of independent investment approaches and innovative solutions designed to drive better investment outcomes. With 11 highly specialized Investment Franchises, each with its own brand and investment approach, Victory Capital provides clients with a diverse selection of investment strategies. Their commitment to exceptional service and responsible investing is evident in their client-first approach and support for their Investment Franchises. Victory Capital's investment professionals leverage a centralized operations and distribution platform, allowing them to focus on serving clients and delivering results. In addition to their Investment Franchises, Victory Capital offers a Solutions Platform that features multi-asset, multi-manager, quantitative, and rules-based strategies, as well as their innovative VictoryShares ETFs. With a strong emphasis on integrity and value-oriented equities, Victory Capital is dedicated to helping investors achieve their financial goals.Generated from the website

Morgan Stanley Smith Barney is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small-to-medium businesses. Its credit cards unit offers cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.

Select services available at Fidelity Investor Centers We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone: Paper check deposits with account number marked clearly on the check New account paper applicati...