Available investment options


Once we determine an appropriate investment mix and approach, we'll build a portfolio with what we think are the best investments available. However, some investors have specific preferences about the types of investments they want in their portfolio, so we offer multiple options.

For example, some investors prefer their portfolios be made up primarily of investments designed to track market indexes. Others prefer their portfolios consist solely of investments managed by Fidelity, while others believe allowing their investment manager to choose from the widest range of investment choices will lead to the best outcome.

No matter which option you choose, you can feel confident knowing we'll not only take care of the day-to-day investing tasks for you, but we'll also continue to manage and monitor your portfolio over time in an effort to keep your portfolio aligned with your goals.