About our service
Tell us about yourself, why you're investing, what matters to you, and our team will build a portfolio around your goals, then work closely with you to keep it on track.
Guided by what matters most to you
As we select and manage your strategy, we'll consider your investment preferences, your current portfolio, your tax situation,* and even the way we communicate the trades we're making on your behalf.
Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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