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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 70 investment professionals*
  • More than $128 billion in assets managed for over 395,000 accounts*
  • More than 25 years of experience in discretionary money management

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.
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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
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Fidelity members (login required)
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.
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Questions?

* Source: Portfolio Advisory Services Daily Sales Report as of April 30, 2013.
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 the following Fidelity Investments companies: Strategic Advisers, Inc.; Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank; or Fidelity Management Trust Company ("FMTC"). Nondeposit 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.

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