Comprehensive Wealth Management Group

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Ulysses Management LLC is a diversified investment firm based in New York, NY, with over $1 billion in capital under management. Led by Joshua Nash, the firm follows a variety of investment strategies in pursuit of superior long-term investment results. With a focus on partnership and alignment of interests, Ulysses invests in businesses with proven business models, motivated management teams, and enduring free cash flow. Founded over 20 years ago, Ulysses is the successor firm to Odyssey Partners, LP, and continues the tradition of investment innovation in public, private, and alternative markets. The firm emphasizes long-term investment horizons, operational focus, and value creation through close partnership with exceptional management teams. Ulysses also employs rigorous fundamental analysis and risk control in its investment strategies in public markets and hedge fund managed accounts.Generated from the website

Founded in 2003, BlueMountain Capital Management is a private investment company that deals in the credit and derivative markets. It operates offices in New York and London. The company offers market strategies for the Credit Alternatives Fund, the Equity Alternatives Fund, and the Long and Short Credit Fund. BlueMountain Capital Management maintains a staff of more than 110 employees. The company also manages several long-term special situation funds. It provides portfolio management, trading and credit research services.