The investment teams

Our investment teams will manage your account putting their deep knowledge, experience, and resources to work for you.

Your money is in good hands

Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company, is responsible for the oversight of your account and investment teams managing your money. These teams bring a track record of managing money for all types of investors, through all kinds of market conditions.

In-depth research and analysis

Analysts and portfolio managers evaluate the available universe of investments.

A portfolio for your needs

Whether you're investing $10 or $5 million, we offer a portfolio to fit your needs and budget.

Ongoing attention

They will evaluate the markets and make ongoing adjustments to keep your portfolio aligned with the objectives.

Focus on taxes*

You can access tax-sensitive strategies that work all year round—not just at tax time—to help reduce the impact of taxes on your investments.

Collaborating with leading firms to help you meet your goals

Strategic Advisers LLC

BlackRock® Investment Management, LLC

Fidelity Management & Research Company LLC

Breckinridge Capital Advisors, Inc.

Choose how you want to get started

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