The Best Fidelity investments in Newtown, Pennsylvania

Thrift Financial, located at 12 Penns Trail in Newtown, Pennsylvania, offers investment consulting services to institutions, families, and individuals. With a focus on leveraging technology to deliver higher-quality, lower-cost investments, Thrift has substantial industry experience and uses a hands-on approach to implement recommendations. The institution works with a variety of clients, including doctors, to provide tailored financial planning solutions. Thrift also partners with institutions to analyze investment holdings and assess portfolio structure and strategy. Committed to reducing investment costs without sacrificing returns, Thrift aims to build well-diversified portfolios that align with client goals and risk tolerances. As an investment fiduciary, Thrift follows 12 standards and practices to uphold the highest level of fiduciary standards in the industry. With competitive pricing and a maximum annual asset-based fee of 1/2 of 1% for managed assets under $5 million, Thrift strives to make low costs a friend to portfolio returns for all clients.