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Building Wealth: Structure Your Portfolio

Make sure your portfolio is on target

When saving for multiple goals, you may want to evaluate how your portfolio aligns with your expanding savings needs. Is your asset allocation in line with your time horizon and risk tolerance, and diversified based on your current situation? As your savings needs change, so will your target asset allocation—don’t forget to reevaluate your portfolio regularly.

Invest with our help

Once you determine the right asset allocation for you based on your goals and time horizon, it's time to select the investments that may help complete your portfolio.

  • Choose a fund that provides diversification and expert fund management with a single investment. Or let us invest and professionally manage your portfolio for you with our Managed Accounts.
  • Whether you are considering a mid-cap value or a high yield bond fund, our Fund Picks From Fidelity® will help you narrow down your choices based on rigorous selection criteria.
  • Take advantage of free independent research, powerful screening and analysis tools, and get investment education to find the right investments for you.

Next step

Calculators & Tools: Investing Basics
Learn how to start making your money work for you with tools to help you understand the fundamentals of investing.

Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. This service provides 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.

Diversification/asset allocation does not ensure a profit or guarantee against loss.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
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