Atira Investments

Ellis Investment Partners, located in Berwyn, PA, focuses on helping clients achieve their financial needs and objectives by emphasizing integrity, family, and quality of life. Their services include investment management, financial planning, trust investment management, and third-party investment advisory, all aimed at navigating the complexities of capital markets. With a team of experienced professionals, including a CFA President and Senior Portfolio Managers, Ellis Investment Partners emphasizes the importance of annual financial plan reviews and expert guidance to adapt to changing market conditions. They combine their investment management expertise with the capabilities of outside trust companies to provide comprehensive financial solutions to their clients. Generated from the website

Sovereign Delaware Investment Corporation, based in Wilmington, DE, specializes in providing award-winning asphalt and construction aggregate services throughout the Mid-Atlantic region. The company is recognized for its solid project management, quality construction, and close coordination with local communities, ensuring successful project outcomes. With a commitment to safety and professionalism, Sovereign Delaware actively supports skilled trade professionals, college students, and veterans, offering various career opportunities. Their dedication to excellence is evident in their approach to heavy civil projects of all sizes, consistently earning praise from clients and community members alike. Generated from the website

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.