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Your Investment Team: Fidelity Investments and BlackRock Investment Management, LLC.

Fidelity and BlackRock, two highly respected and well-established financial services firms, have formed a strategic alliance to help you reach your investing goals.

About Strategic Advisers, a Fidelity Investments company

Fidelity's Strategic Advisers, Inc. is the investment adviser for the portfolio and is responsible for managing your account.

  • More than 150 investment professionals1
  • More than $149 billion in assets managed for over 461,000 accounts1
  • More than 25 years of experience in discretionary money management

Meet the people at Strategic Advisers.

About BlackRock

BlackRock's Multi Asset Strategies (MAS) group has an extensive track record of building innovative portfolios and is responsible for actively constructing and monitoring the model portfolio.

  • More than 140 MAS professionals build the portfolios2
  • More than $175 billion in assets, with $31 billion specifically in multi-asset portfolio strategies2
  • More than 25 years experience in risk management strategies2

Meet the people at BlackRock.

Two industry leading firms working on your behalf

The collaboration between Fidelity and BlackRock offers you many benefits.

As your trusted advisor, Fidelity will:

  • Assess your needs to understand your overall financial goals.
  • Work with BlackRock to ensure the portfolio meets the guidelines we have set forth.
  • Help you stay connected and informed through numerous communications and account updates.
  • Review your investor profile annually with you to ensure that the portfolio is still appropriate, given any changes in your financial situation or objectives.

As your portfolio strategist, BlackRock will:

  • Actively construct a well-diversified model portfolio that will use a broad range of asset classes but focuses on limiting overall risk.
  • Review the model portfolio and assess its needs on a daily basis.
  • Follow a disciplined, research-driven process when selecting the investments for the BlackRock Diversified Income Portfolio.
  • Consistently monitor the markets to seek out attractive income opportunities for the BlackRock Diversified Income Portfolio.

Ready to get started?

Tell us your financial goals and we'll send you a complimentary investment proposal.

1. Source: Portfolio Advisory Services Daily Sales Report as of December 31, 2013
2. Source: BlackRock, as of December 31, 2013

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Diversification and asset allocation does not ensure a profit or guarantee against loss.

Strategic Advisers, Inc. and BlackRock Investment Management, LLC are independent entities and are not legally affiliated. Strategic Advisers, Inc. is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC. Strategic Advisers, Inc. may select investments for an account that differ from BlackRock Investment Management, LLC’s model.

Fidelity Portfolio Advisory Service®, BlackRock® Diversified Income Portfolio and Fidelity® Strategic Disciplines are services offered through Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments Company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPTC and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.
Brokerage services are provided by Fidelity Brokerage Services LLC. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and Members of NYSE and SIPC.
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