Fidelis Im

541-770-1311

CLOSED NOW - Opens at 8:00am

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.