Geode Capital Management Company Overview and Services

Geode Capital Management is a global investment manager that offers a range of services to help investors achieve their financial goals.

Geode Capital Management is a global investment manager that offers a range of services to help investors achieve their financial goals. The company was founded in 1988 and is headquartered in Boston, Massachusetts.

Geode Capital Management has a long history of providing innovative investment solutions to its clients. Its flagship product is the Geode US Equity Index Fund, which was launched in 1994 and has since become one of the largest and most successful index funds in the world.

The company's investment approach is based on a disciplined and systematic process that seeks to capture the returns of the broader market while minimizing costs and risks.

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Geode Capital Management was founded by Fidelity employees in 2001. The firm is still located near Fidelity's headquarters on Summer Street in Boston.

Today, employees and board directors own Geode through a holding company called Geode Capital Holdings, LLC.

Geode Capital Management was founded by Fidelity employees in 2001. It's still located near Fidelity's headquarters on Summer Street in Boston.

The firm is now separate from Fidelity, but it's still owned by employees and board directors through a holding company called Geode Capital Holdings, LLC.

We're a team of passionate individuals dedicated to delivering top-notch services. Our journey began in 2015 with a mission to provide innovative solutions to complex problems.

Our headquarters is located in a state-of-the-art facility in downtown Los Angeles, California, where we have a team of over 50 employees working together to achieve our goals.

We specialize in providing expert consulting services to businesses and organizations, leveraging our expertise in data analysis, marketing, and strategy to drive growth and success.

Our team is comprised of experienced professionals with a diverse range of skills and expertise, including data scientists, marketing specialists, and business strategists.

We've worked with a variety of clients across different industries, including finance, healthcare, and technology, helping them navigate complex challenges and achieve their objectives.

Our approach is centered around collaboration, innovation, and results-driven thinking, allowing us to deliver tailored solutions that meet our clients' unique needs.

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Geode Capital Management's business structure is built on a unique model that combines the benefits of active management with the efficiency of index funds. This is achieved through their patented "index-based active management" approach.

The firm's investment strategies are designed to be highly liquid, allowing for quick and efficient execution of trades. This is a key advantage for investors who require flexibility in their portfolios.

Geode Capital Management has a global presence, with operations in multiple regions around the world. This enables the firm to tap into diverse markets and investment opportunities.

The firm's investment strategies are designed to be highly liquid, allowing for quick and efficient execution of trades. This is a key advantage for investors who require flexibility in their portfolios.

Geode's business structure also includes a strong focus on risk management, which is essential for maintaining the stability and integrity of investor portfolios.

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Geode Capital Management offers a range of services that cater to various investment needs. Geode primarily acts as a sub-advisor to registered funds sponsored by Fidelity Investments.

Their services include digital advice and discretionary investment services through the Fidelity Automated Managed Platform (AMP). Geode provides global investment solutions across multiple asset classes.

Geode invests in public equity and alternative investment markets, primarily focusing on the growth and value stocks of small to large cap companies.

The firm uses a systemic and risk-managed approach to investing, which is team-based and seeks to capture systematic sources of return.

This approach emphasizes a repeatable, risk-managed, and collaborative investment process.

Geode's strategies include equity indexes, options, quantitative active equity, commodities, and multi-asset classes, in pursuit of both alpha generation and beta exposure.

By diversifying across various asset classes, Geode aims to provide a comprehensive investment solution.

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Geode primarily acts as a manager in a sub-advisory role to registered funds, most notably Index Funds, sponsored by Fidelity Investments.

Geode manages assets for both institutional and retail investors, including corporations, investment companies, pension funds, sovereign wealth funds, state and municipal government entities, and charitable organizations.

It also counts U.S. residents who are and aren't high-net-worth individuals as clients, providing them with digital advice and discretionary investment services through the Fidelity Automated Managed Platform (AMP).

Geode Capital Management offers a range of services to help you achieve your investment goals.

They provide global investment solutions across multiple asset classes, giving you access to a diverse range of investment opportunities.

As a sub-advisor to registered funds sponsored by Fidelity Investments, they can help you make informed investment decisions.

Geode also acts as a sub-advisor to affiliates National Financial Services and Fidelity Brokerage Services, expanding their reach and expertise.

Through the Fidelity Automated Managed Platform (AMP), they offer digital advice and discretionary investment services, making it easy to manage your investments online.

Their process-driven approach ensures that every investment decision is made with care and consideration.

This allows them to provide high-quality investment solutions that meet your unique needs and goals.

Geode's services are designed to be flexible and adaptable, so you can adjust your investment strategy as your needs change.

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Geode Capital Management takes a systematic and risk-managed approach to investing, focusing on capturing repeatable sources of return through a collaborative investment process. This approach emphasizes a risk-managed and repeatable process.

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The firm allocates assets in mostly passive investment vehicles, such as mutual funds and exchange-traded funds (ETFs), which have lower than average net expense ratios. This helps keep costs down for AMP clients.

Geode's strategies also include equity indexes, options, quantitative active equity, commodities, and multi-asset classes. These diverse strategies aim to capture both alpha generation and beta exposure.

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Geode Capital Management's investing philosophy is centered around capturing systematic sources of return through a repeatable, risk-managed, and collaborative investment process.

They focus on allocating assets in mostly passive investment vehicles, such as mutual funds and exchange-traded funds (ETFs), which have lower than average net expense ratios.

This approach aims to provide both alpha generation and beta exposure.

Their strategies include investing in equity indexes, options, quantitative active equity, commodities, and multi-asset classes.

Here are some specific investment strategies Geode uses:

Fees can be a significant aspect of investing, and it's essential to understand what you're paying for. AMP clients are charged an asset-based management fee ranging from 0.01% to 0.75%.

Some investment firms charge a flat fee, while others have a sliding scale based on the size of your investment. Geode Capital Management charges AMP clients a flat fee of $0.01 to $0.75 per dollar managed.

It's crucial to review your investment documents to understand the fees associated with your specific investment. AMP clients are charged an asset-based management fee ranging from 0.01% to 0.75%.

Fees can eat into your investment returns over time, so it's essential to factor them into your investment strategy. AMP clients are charged an asset-based management fee ranging from 0.01% to 0.75%.

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At Geode Capital Management, the client and employee experience is top-notch. The company prioritizes transparency and communication, ensuring clients are informed every step of the way.

The firm's dedication to its employees is evident in its commitment to professional development and growth opportunities. This approach has led to a high employee retention rate.

From onboarding to ongoing support, Geode Capital Management's approach is designed to make clients feel valued and supported.

Geode Capital Management serves a diverse range of clients, including investment companies, pooled investment vehicles, pension and profit-sharing plans, sovereign wealth funds, corporations, government entities, and charitable organizations.

It also caters to U.S. residents who are high-net-worth individuals and those who are not.

Geode Capital leaves minimum account requirements to intermediary advisors when acting as a sub-advisor to funds.

The firm does not publish its account requirements for separately managed accounts, offshore investment trusts, or other accounts.

Geode Capital Management has 222 employees.

I've come across a few companies that have a relatively small workforce, but Geode Capital Management is actually one of the larger ones I've seen.

222 is a significant number, and it suggests that the company is quite established and has a substantial presence in the industry.

Let's take a look at the number of employees at other companies for comparison.

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Timothy Estella is the Chief Investment Officer of Geode Capital Management.

Knowing who the key leaders are in a company can be helpful for clients and employees alike. Timothy Estella's role is crucial in making investment decisions at Geode Capital Management.

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Geode Capital Management is based in Boston, Massachusetts. Geode Capital Management is a well-established firm with a strong presence in the financial industry.

The company's location in Boston provides access to a diverse range of investors and clients.

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Annual revenue is the total income a company earns within a year, and it's a crucial metric for understanding a business's financial health. The annual revenue of Geode Capital Management was $5.9 million in 2025.

To put this into perspective, $5.9 million is a significant amount of money, but it's essential to note that annual revenue can fluctuate from year to year.

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As you delve into the world of Geode Capital Management, there's one thing to keep in mind: they don't have any regulatory or legal disclosures present on their SEC-filed Form ADV.

This lack of transparency can be a red flag for investors, so it's essential to be aware of this fact when considering their services.

Their Form ADV is a crucial document that provides information about their investment strategies, fees, and other important details, so its absence raises some concerns.

Geode Capital Management is based in Boston, Massachusetts.