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.
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.
Tax-sensitive investment management techniques (including tax-loss harvesting) are applied on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client’s account should be bought or sold. With this discretionary investment management service, any assets contributed to an investor’s account that the portfolio manager 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.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
Fidelity Go® and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity® Equity-Income Strategy, the Fidelity® Tax-Managed U.S. Equity Index Strategy, the Fidelity® Intermediate Municipal Strategy and the Fidelity® Core Bond Strategy. Fidelity® Wealth Services are advisory services offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered by 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. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FPTC, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.
BlackRock Investment Management, LLC (BlackRock) is an independent entity which is not legally affiliated with any Fidelity Investments company. Strategic Advisers is the portfolio manager for Fidelity® Wealth Services accounts investing in the BlackRock Diversified Income Portfolio, and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock. Strategic Advisers may select investments for an account that differ from BlackRock's model.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917