Unlock the power of Fidelity’s model portfolios

Want to manage your investments more effectively so you can add value for your clients in other ways? Discover how our world-class portfolio management capabilities can help.

Why model portfolios?

Model portfolios make it possible for you to support your clients' many investment objectives, while also freeing up time for more meaningful conversations. Discover the benefits of using model portfolios in your practice. 

Put Fidelity's portfolio management expertise to work for you

Investment management can take up a significant amount of time and resources. That’s why our investment model portfolios are designed to help you streamline and scale your practice, so you can prioritize other important activities like planning, development, and spending time with clients.

You and your clients can benefit from our:

Depth of experience

Entrusted with $4.4T in assets under management,* Fidelity can offer you and your clients the quantitative and research expertise that informs asset allocation and investment selection for our model portfolios.

World-class insights & research

You’ll get exclusive proprietary manager research, market insights, and thought leadership delivered straight to your inbox—a valuable resource for guiding client conversations and answering questions.

Breadth of investment objectives

Fidelity provides a full spectrum of models to help you and your clients work toward certain investment objectives, like generating income or seeking enhanced total return.

Range of options

With open architecture capabilities that incorporate a broad variety of managers, Fidelity’s model portfolios can align to your preferences and your clients' needs—and have no advisory fees.**

Discover Fidelity’s model portfolios

Ready to power up your practice? Learn more about our robust model portfolios, browse our current offerings, and see the variety of ways you can use them to manage your client portfolios.

Want to know more?

Subscribe now to receive trade updates and performance commentary, or reach
out to speak to a Fidelity representative.