Managed Accounts
A managed account is designed for investors who prefer to have Fidelity manage their money for them.
- Email
Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
Your email has been sent.
- Share
Mutual Funds and Mutual Fund Investing - Fidelity Investments
- Default text size A
- Larger text size A
- Largest text size A
Let our professionals do the investing for you
FIDELITY PORTFOLIO ADVISORY SERVICE®
Investing for retirement savings and income
These carefully selected model portfolios of mutual funds are designed to help you meet your long-term financial goals.1
FIDELITY® PERSONALIZED PORTFOLIOS
Tax-sensitive investing and trust services
With these individually managed portfolios, we seek to improve your after-tax returns and/or help manage your trust's assets.2
BRECKINRIDGE MUNICIPAL SMA
Investing for income and limiting risk to principal3
This separately managed account (SMA) invests in individual municipal bonds and is offered for both national and state-preference options.
Why Fidelity Managed Accounts
Rely on a disciplined approach to risk management, using our proprietary and third-party research and investment strategies.
See how we can help
Learn how we can help meet your investment needs based on your personal financial goals.
Get Started
If you are interested in Fidelity Portfolio Advisory Service® or Fidelity® Personalized Portfolios
Complete an Investor Profile Questionnaire below or call us at 800-544-1766 and we'll be happy to walk you through it. After reviewing your investor profile, we'll send you a complimentary investment proposal.
Time needed: Approximately 15 minutes
Fidelity customers 
Fidelity members
New to Fidelity
If you are interested in a Breckinridge Intermediate Municipal Separately Managed Account
Call us at 800-544-1766 to tell us about your investment objectives. After reviewing your investor profile, we'll send you a complimentary investment proposal, if appropriate.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
All information is confidential. Learn about our security.
Strategic Advisers, Inc., and Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.
Diversification/Asset Allocation does not ensure a profit or guarantee against loss.
Fidelity® Personalized Portfolios apply tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor's account that the personalized portfolio does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold.
Fidelity Portfolio Advisory Service® and Fidelity® Strategic Disciplines are services of 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., a registered investment adviser, 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 provided by Fidelity Brokerage Services LLC. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
661589.1.0
Questions?
- 800-544-1766 800-544-1766
-
Already completed the Investor Profile Questionnaire?
View proposal.
-
See what a personalized portfolio can offer you.Watch this video to learn more about Fidelity® Personalized Portfolios.
1. This program is not managed for tax sensitivity.
2. Fidelity® Personalized Portfolios apply tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor's account that the personalized portfolio does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold.
3. All investment strategies, including the investment strategy of the Service, involve the risk of loss of a portion of or all assets. In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. The municipal market can be affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Interest income generated by municipal bonds is generally expected to be exempt from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes. Such interest income may be subject to federal and/or state alternative minimum taxes. Investing in municipal bonds for the purpose of generating tax-exempt income may not be appropriate for investors in all tax brackets. Generally, tax-exempt municipal securities are not appropriate holdings for tax advantaged accounts such as IRAs and 401(k)s.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Strategic Advisers, Inc., and Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.
Fidelity Portfolio Advisory Service® and Fidelity® Strategic Disciplines are services of 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.
602048.3.0