Do you hold my assets? How do I know you won’t take my money?

We never take custody of your assets. Investment management client accounts are opened with a unit of Fidelity, the well-known financial services firm. Monthly account statements come directly from Fidelity, and you have access to your accounts through the Fidelity website and storefronts. The Investment Management Agreement that you sign upon beginning your relationship with Clarity only permits us to withdraw our quarterly fees and make trades in your account.

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