What does it mean to “Be Greater”?
Probity Advisors, Inc. is a winner of the Be Greater Award which recognizes advisory firms across the country who demonstrate excellence in critical areas of their business, including Strategy, Technology & Operations, Client Focus, Talent, and Risk & Regulatory. The award is presented annually by the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs). Probity Advisors, Inc. has been recognized as the national award winner among all RIA firms considered having $250 million-$1 billion in total assets under management.
Entrants were judged on the following business areas known as the Five Fundamentals of a Future-Ready Firm:
- Strategy: Create focus to capitalize on market opportunities by defining a clear strategy and business model for the long term.
- Talent: Develop a strong organization through the recruitment and cultivation of the right talent.
- Technology & Operations: Enhance the client experience and drive operational efficiency by harnessing technology effectively.
- Risk & Regulatory: Protect your business by managing changing regulatory obligations and mitigating risk.
- Client Focus: Drive growth by targeting the right clients with the right offering, and modifying your approach as investor needs change.
To learn more about the award program and Probity’s selection, visit go.fidelity.com/begreaterawards.
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