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Portfolio Advisory Services

Professional money management from Fidelity

We'll work with you to learn your goals and how you want to work with us, then propose and manage a strategy around what matters most to you.

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We can bring your plan to life by proposing a strategy based on your needs, and then take on the work of investing, while continuously supporting you.

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Whether you're saving for retirement, trying to manage taxes,* or saving for a major purchase, we have a range of investing strategies that can help you meet your needs.

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Fidelity Portfolio Advisory Service^®, Fidelity^® Strategic Disciplines, Fidelity^® Wealth Management Advisory^SM, and BlackRock^® Diversified Income Portfolio are services provided by Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity^® Strategic Disciplines includes the Breckinridge Intermediate Municipal Separately Managed Account, the Fidelity^® Equity-Income Strategy, and the Fidelity^® Tax-Managed U.S. Equity Index Strategy. Fidelity Go^® is a service provided by Strategic Advisers, Inc., and by Geode Capital Management, LLC, an unaffiliated registered investment adviser. Fidelity^® Personalized Portfolios may be offered through Strategic Advisers LLC., or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its 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 advisory services are provided for a fee.

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.

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