With a managed account, you get an investment team focused on helping you reach your goals. Start by telling us what you're trying to achieve, and our team will take on the day-to-day challenges of investing your money. And as the markets move and your life changes, we will keep you informed about your account every step of the way.
Why you should consider a managed account
We make it all about you
We take the worry and stress out of investing on your own by creating an experience that fits your goals and your life. Just tell us why you're investing, how you feel about risk, and how you want to stay in touch.
We handle the investing for you
Your team will select an investment strategy, then manage it for you through all types of markets, letting you know what changes we are making to your account and why.
We make it easy to get started
It starts with a simple one-on-one conversation. You tell us what you're trying to achieve, then answer a few questions to help us better understand what kind of investor you are. We'll take it from there.
Strategies designed to help you meet your goals
Our portfolios are managed with your goals in mind
Just some of what we can help you acheive
- Saving for retirement
- Living in retirement
- Generating more income
- Reducing your taxes*
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 are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, RI 02917, a Fidelity Investments company and a member of NYSE and SIPC. Custody and other services are provided by National Financial Services LLC, a Fidelity Investments company and a member of NYSE and SIPC.