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.

Ongoing attention

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.

Strategic Advisers, Inc., Joined Fidelity in 2006

Bruce T Herring, CFA® (right), PRESIDENT,
Strategic Advisers, Inc., Joined Fidelity in 1987

Collaborating with leading firms to help you meet your goals

Our relationships with some of the industry's top asset managers let us offer exclusive pricing and specialized investment strategies.

Geode Capital Management, LLC

Brings experience in index investing strategies offered through Fidelity Go®

BlackRock® Investment Management, LLC

Brings experience in global research and evaluating and identifying a broad range of income-producing investments

Breckinridge Capital Advisors, Inc.

Brings experience in the municipal bond market, providing deeper credit research and greater access to bond issues

Tell us how you want to work with us

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Call 800-544-1766

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