Fidelis Capital Partners - aVenture Asset Manager Research
Location
Tampa, FL, US
Founded
2022
Fidelis Capital Partners is an advisor-owned wealth management platform focused on serving high-net-worth individuals, executives, business owners, family offices, and institutional investors. The firm specializes in managing financial complexity and providing customized services to help clients make informed decisions impacting their lives, organizations, families, and legacies.
The firm's approach is characterized by its experienced team and differentiated strategy. Fidelis Capital offers a range of services including investment management, financial planning, and strategic advice. Notable team members include Chris Gunster, an industry-leading fixed income strategist who serves as Partner & Head of Fixed Income. The firm emphasizes a tailored investment philosophy to meet the unique needs of each client.
Fidelis Capital Partners - Classification
Also Known As
Fidelis Capital Partners, LLC
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 7 more industry codes
NAICS
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities