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Your Investment Team: 
Strategic Advisers, Inc.

When you open a managed account, the investment decisions for your account will be handled by Strategic Advisers, Inc., a registered investment adviser and Fidelity Investments company.

About Strategic Advisers

  • More than 130 investment professionals, including over 70 research analysts who research and monitor over 1,300 investment managers across the globe*
  • More than $200 billion in assets under management*
  • Managing client accounts for over 25 years

Meet the people who will be managing your money.

How we construct and manage your portfolio

Strategic Advisers' portfolio construction and management process includes in-depth research and analysis, visits to hundreds of money managers annually, and a focus on long-term asset allocation.

Here’s what we can do for you:

  • Identify an appropriate long-term asset allocation – Based on the information you provide, we'll determine the investment strategy that we believe will suit your goals and tolerance for risk.
  • Invest your assets – We’ll choose from thousands of investments and determine the appropriate asset mix for the portfolio.
  • Reallocate and adjust – We’ll reallocate and rebalance the managed account as necessary to help ensure that your investments stay on track.
  • Assess holdings and managers – We may add or remove investments from the managed account as we respond to market activity.
  • Conduct an annual review – We’ll conduct a comprehensive annual review to help ensure your account is still aligned with your financial situation and goals.
* Source: Strategic Advisers, Inc., as of June 30, 2016
Diversification/asset allocation do not ensure a profit or guarantee against loss.
Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Personalized Portfolios may be offered through Strategic Advisers, Inc., 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.
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.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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Complete an Investor Profile Questionnaire

Tell us about your investment objectives

Call us at 800-544-1766
or
Get started online using the appropriate link below

(available for Fidelity Portfolio Advisory Service® and Fidelity® Personalized Portfolios only)

Time needed: Approximately 15 minutes
Fidelity customers: Log in (login required)
Fidelity members: Sign in (login required)
New to Fidelity

After reviewing your investor profile, we'll send you a complimentary investment proposal.

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 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®, Fidelity® Strategic Disciplines, 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 GoSM 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, Inc., 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.
Brokerage services are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, RI 02917. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investment companies and members SIPC, NYSE.
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