Your Investment Team
Fidelity's registered investment adviser, Strategic Advisers, Inc., will manage your account, putting our knowledge, experience, and resources to work for you.
Your money is in good hands
As an integral part of Fidelity, Strategic Advisers brings the strength and security of a firm with a track record of managing money for all types of investors, through all kinds of market conditions.
In-depth research and analysis
Over 100 analysts and portfolio managers evaluate the full universe of investments.
A portfolio for your needs
Whether you're investing $5,000 or $5 million, we offer a portfolio to fit your needs and budget.
We evaluate the markets and make ongoing adjustments to keep your portfolio aligned with your goals.
Focus on taxes*
We evaluate your investments and use strategies all year round to help reduce the impact of taxes.
Brian Enyeart, CFA® (left), CHIEF INVESTMENT OFFICER,
Strategic Advisers, Inc., Joined Fidelity in 2006
Bruce T Herring, CFA® (right), PRESIDENT,
Strategic Advisers, Inc., Joined Fidelity in 1987
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.
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.
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.