You can partner with Fidelity to manage all or part of your portfolio. No matter what type of managed account you choose, you will work closely with a Fidelity representative and receive a host of personal services.
We offer two types of professionally managed accounts
Whether you need help managing your entire portfolio or just a piece of it, we can help you reach your specific investing goals.
For investors who want a mix of stocks, bonds, and other investments
A portfolio that invests for retirement and other goals1
Fidelity Portfolio Advisory Service®
A portfolio focused on tax-sensitive investing2
Fidelity® Personalized Portfolios
A portfolio that seeks income primarily through exchange-traded funds3
BlackRock® Diversified Income Portfolio
Separately managed accounts
For investors who want to add an equity or bond component to their portfolioEQUITY STRATEGIES
A strategy that seeks to deliver growth and dividend income4
Fidelity® Equity-Income Strategy
A strategy that seeks index-like returns while managing for taxes2
Fidelity® Tax-Managed U.S. Equity Index Strategy
A portfolio that seeks to limit risk to principal and earn federally tax-exempt interest income5
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 may select investments for an account that differ from BlackRock Investment Management'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® Strategic Disciplines includes the Breckinridge Intermediate Municipal Separately Managed Account, Fidelity® Equity-Income Strategy, and the Fidelity Tax-Managed U.S. Equity Index Strategy. 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.