Want Help Managing Your Money?
Our managed account offering may be appropriate for investors who do not have the time, expertise, or desire necessary to manage their investments. Tell us your financial goals and we can match you to a managed account to fit your needs.
I want Fidelity to help me…
Manage my money
No matter what your investment need is, we have a managed account that can help you meet your financial goals. We do the work on your behalf, by using more than 60 years of investment experience, so you can concentrate on other aspects of your life. We will seek to maintain a well-diversified portfolio for you and manage its risk through all market conditions.
Save and invest for retirement
As you save and invest for retirement, we will make the investment decisions for you based on your tolerance for risk, time horizon, and financial goals. In addition, we will review your investor profile with you annually to help ensure that your investment needs continue to be met.
Manage my income during retirement
During retirement, we can create a plan to help meet your income needs. To do this, we will decide which assets are most likely to generate the income for you, provide you with a withdrawal schedule, and consistently monitor the amount of risk you are taking in your account. You will continue to receive comprehensive annual reviews.
Manage my taxable assets
Our investment team taps into a host of tax-sensitive investment management strategies1 throughout the year, because it's not what you earn, it's what you keep that matters.
Manage my trust assets
We can provide professional, tax-sensitive investment management1 and other services for your trust. In addition, if you name us as your trustee or co-trustee, we can provide services to help ensure that your trust runs as efficiently as possible.2
We offer a range of managed account options. To find out which one(s) may be right for you, call 800-544-1766 to speak with an investment professional.