Relationships that are in sync…

Our firm strategically aligns 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 chose to work with Fidelity Investments® because it is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

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 $4 trillion. As of November 30, 2018, the Fidelity clearing and custody business had $2.2 trillion 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. 753844.2.0


Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place allowing financial advisors to make more informed and timely investment decisions for their clients.

Headquartered in Silicon Valley, Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. Addepar was featured as a 2018 Forbes Fintech 50 and 2018 CB Insights Fintech 250 recipient, and was named among Fast Company’s Most Innovative Companies in 2015. Addepar has offices in Mountain View, New York City, Chicago, and Salt Lake City.

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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