portfolio construction

Portfolio investment strategies

Power up your clients’ portfolios—and your business—with our suite of world-class investment solutions. So you can spend more time where it counts: building better client relationships.

Put our powerful portfolio management capabilities to work for you

Backed by more than 75 years of Fidelity's investing and portfolio management experience, our broad range of portfolio investment strategies and model portfolios can help you create portfolios tailored to your clients' investment goals. Our suite of active and passive investment solutions can provide you with standout benefits such as:

Depth of experience & capability

Experience the confidence that comes with our long history of managing risk-based portfolios, deep research capabilities and portfolio construction expertise, and the reliability that comes from managing $4.2 trillion in discretionary assets. (Fidelity Investments, as of 3/31/2023).

A wide range of options

Choose from among our broad and diverse platform of capabilities across equity, fixed income, asset allocation, and alternatives in a variety of investment vehicles.

Robust service & support

Discover the difference our best-in-class service can make, featuring expertise and insights that include proprietary manager research, market insights, and thought leadership.

Want to know more?

Check out how Fidelity can give you a scalable, personalized portfolio construction framework for managing portfolios more efficiently and effectively.