Sark Investments makes move to NFS

 
RHINELANDER, Wis. - Dec. 18, 2015 - PRLog -- On December 2nd, Sark Investments, a financial planning firm in Rhinelander, WI made the move to National Financial Services (NFS) as the main custodian for client accounts.

NFS is one of the world’s largest providers of brokerage services and provides access to a widely recognized brokerage trading and trade processing platform.

A leading clearing provider in the U.S. for over 30 years, NFS leverages the strength, resources, and experience of the Fidelity® organization, one of the world’s largest providers of financial services.

Tony Liddle, CEO of Sark Investments, thinks the move will be beneficial for all of their clients as it allows clients to have online access to accounts, as well as access to Fidelity's Investment research, and financial planning software.

The transition to NFS, also allows access to Streetscape a mobile phone app that allows clients to monitor accounts on the go. A smart phone is no longer a luxury almost everyone has them and we wanted to make sure our clients had access to their information regardless of where they were, said Liddle.

Sark Investments can be contacted on the web at http://www.sarkinvestments.com or by phone 715-203-8988.
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Tags:Sark Investments, Financial Planning
Industry:Financial
Location:Rhinelander - Wisconsin - United States
Subject:Services
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