A managed account is designed for investors who prefer to have Fidelity manage their money for them, so they can focus on other aspects of their life.
Let our professionals do the investing for you
Managed accounts to match your needs
Investing for retirement savings1
Fidelity Portfolio Advisory Service®
Tax-sensitive investing and trust services2
Fidelity® Personalized Portfolios
A risk-managed portfolio that seeks income through exchange-traded funds3
BlackRock® Diversified Income Portfolio
A portfolio that seeks interest income through individual municipal bonds4
Breckinridge Intermediate Municipal SMA
What you can expect
- Highly-skilled investment professionals who will actively manage your money
- A portfolio that maintains a level of risk consistent with your investor profile
- A team of analysts who do all of the investment research for you
- A dedicated team of experienced managed account professionals working on your behalf
- Customized communications to keep you informed of all account activity and performance
- An annual review to ensure your investment strategy is still appropriate
Keep in mind that 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.
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.
For information regarding how Fidelity representatives are compensated, view Fidelity Representatives' Compensation Disclosure (PDF).