A Range of Services to Optimize Your Portfolio Construction Approach
Fidelity Portfolio Construction Solutions
Investment management support is not an all-or-nothing proposition.
As you work to ensure your services address the needs of today's investors, you may be assessing your current portfolio construction approach. Consider whether outside resources can complement your efforts.
A recent Fidelity study confirmed this area is one of three top functions advisors outsource:
More importantly, we found that advisors who outsource at least two of these functions reported growth in client numbers and assets under
management in the past year.1
Fidelity is here to help—as much or as little as you need
When you work with Fidelity, we can take on as much responsibility for investment management as you'd like. Our spectrum of portfolio construction services allows you to maintain control over the elements you care about most.
So whether you are looking to build portfolios from scratch with input from our market insights, an off-the-shelf model solution that aligns to your client’s risk profile, or anywhere in between, Fidelity is here for you with a full range of industry-leading capabilities, thought leadership, tools, and resources.
Fidelity Portfolio Construction Solutions: Resources Aligned to Your Approach
Fidelity’s insights on asset allocation and global economic themes can help you make decisions as you build client portfolios.
You can use Fidelity’s data-driven diagnostic solutions to assess gaps and find opportunities in client portfolios.
Fidelity’s model portfolios can help you deliver institutional-quality investment management while allowing you to spend more time on client goals.
Diversification does not ensure a profit or guarantee against a loss.
Fidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC ("FIWA"), a registered investment adviser or by Fidelity Distributors Company LLC, a registered broker-dealer.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.
The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.