Professionally managed accounts from Fidelity
Guided by what matters most to you
Investing for your future takes knowledge, discipline, and time. It also takes the understanding and experience to make smart decisions. Fortunately, you don't have to do it alone.
When you work with us, your money is managed by professionals who follow a disciplined investing process, have access to all of Fidelity's resources, and have the knowledge and experience to put all of that to work to help you pursue your personal financial goals. Here's how it works...
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Optional investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management provided by its affiliate, Strategic Advisers LLC, a registered investment adviser. These services are provided for a fee.
Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917