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Fidelity Institutional®
Fidelity Institutional (FI®) is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs. Fidelity Institutional® is a gateway to Fidelity's original insight and diverse investment capabilities across equity, fixed-income, high-income, and global asset allocation.
Check the background of this firm on FINRA’s BrokerCheck.
Financial Professionals
Investment professionals who provide wealth advisory services to a variety of clients. This could include advisors who work with individual investors providing holistic or targeted financial planning; those who work with high-net-worth investors with complex portfolios and personalized wealth planning needs; or those who specialize in defined contribution plans and work with plan sponsors to improve plan design and build investment menus that ensure participant retirement readiness.
Gatekeepers & Analysts
These investment professionals are often the decision-makers for the investment lineup on mutual fund, retirement plan, and/or variable annuity platforms. Analysts are individuals at broker-dealers, insurance firms, or banks who perform investment analysis.
Consultants
Investment professionals who help plan sponsors improve participant outcomes and reduce fiduciary risk. They are responsible for choosing, monitoring, and analyzing options for retirement plan investment menus. They may also maintain recommended lists for their clients.
Institutional Investors
These individuals represent large defined benefit and defined contribution plan sponsors, endowments, foundations, family offices, corporations, or entities. They are looking for investment options and custom solutions to adequately fund investment and corporate retirement plans.
Liquidity Managers
These individuals are institutional clients, such as officers and finance professionals from the public and private sectors. They are responsible for managing and planning cash and collateral obligations and for reducing liquidity risk exposure.
Individual Investors
Individual account owners who want to learn more about our products and services.
Are you a SIMPLE IRA Plan Sponsor? Visit our SIMPLE Plan Sponsor Resource Center.
- * More than $4.0 trillion in assets under administration, which includes assets distributed through the FIAM business unit that may be managed by Fidelity affiliates or third parties.
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- All other trademarks and service marks are the property of FMR LLC or an affiliated company.
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