Partnerships that are in sync…

Our firm strategically partners with the following firms to safeguard client assets and enhance the transparency of the portfolio management process.


At Element Pointe, we understand that safeguarding your assets is of paramount importance.  We choose to work with Fidelity because it offers solid, comprehensive custody and clearing services, cost-effective pricing, objective guidance and, most importantly, outstanding service. Fidelity also has exceptionally low debt levels and does no proprietary trading of its own firm capital.

In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail, and capital markets businesses, bringing NFS assets under administration to $3.0 trillion. As of 12/31/2016, the Fidelity clearing and custody business had $1.7T in Assets under Administration.

Fidelity Investments is an independent company, unaffiliated with Element Pointe Advisors, LLC. Fidelity Investments is a service provider to Element Pointe Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Element Pointe Advisors, LLC and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 753844.1.0


Addepar is the investment management technology company empowering investors and advisors to navigate the increasingly complex world of finance. Addepar brings a new level of integrity, transparency and impact to investment management by giving investors and advisors a complete, accurate and investor-centric picture across every portfolio.

With offices in Silicon Valley, New York and Chicago, Addepar works with over 200 wealth managers, family offices, and large banks representing more than $500 billion in assets under management.

Addepar Inc. is an independent company, unaffiliated with Element Pointe Advisors, LLC. Addepar Inc. is a service provider to Element Pointe Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between Element Pointe Advisors, LLC and Addepar Inc., nor is such a relationship created or implied by the information herein.

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