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      Details

      Faithful. Loyal. True.

      General Info

      FIDELIS iM is an investment firm specializing in the management of retirement assets for a select group of individuals and company retirement plans. We are focused on building lasting, personal relationships with each of our investors! We deliver a refreshing financial experience designed to help you make prudent choices, take effective actions, and retire with dignity. FIDELIS iM is defined by our company name, which can be interpreted as “Faithful I am,” influenced by the Marine Corps experience of the firm’s President. FIDELIS iM was founded with the common goal of building a dynamic, client focused investment company based on high moral principles and equality. That outward thinking principal is an inward thinking cultural motive. The FIDELIS iM culture is defined by values that are reinforced within the firm: Innovation, Stability, Respect for People, Outcome Orientation, Attention to Detail, and Community Involvement. These values can be described by three dimensions - three pillars of strength which serve as the foundation for your success: •Mission - Strategic Direction and Intent, Goals and Objectives, Vision •Involvement – Customer Focus, Community Outreach, Capability Development •Consistency – Core Values, Discipline, Organizational Learning We are devoted to building a relationship with you that exceeds your expectations, delivers solid investment solutions for generations, and challenges the status quo of yesterday’s investment management | retirement planning approach.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 541-770-1311

      Address:
      3551 E Barnett Rd Ste 107 Medford, OR 97504
      Email:

      Link:

      http://www.fidelisim.com

      Categories
      Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services
      Services / Products
      Individual Retirement Accounts (IRA), 401k, 403b, SEP IRA, SIMPLE IRA, Cash Balance, Individual Accounts
      Data provided by one or more of the following: Thryv, Data Axle, Yext.