Align Your Portfolio Construction Approach to Client Priorities

Your clients need you to build effective, efficient portfolios that deliver the results they count on, especially in today's volatile market.

  • How can you address the changing expectations of your clients?

    Many advisors have built their practices managing the expanding wealth of baby boomers, who may still be among your most important clients. But our surveys of investors show that 62% of Generation X and Generation Y want their advisors to provide comprehensive services that go beyond money management.1

  • Do you need to change your value proposition?

    As your practice evolves, you could find yourself helping your clients address new priorities, including work-life balance and financial freedom, helping them achieve their goals, peace of mind, and, ultimately fulfillment. Many advisors say they want to allocate more time to helping clients with those objectives.

  • How can you add new services without diluting your core value?

    To meet your clients' expanding needs, you may have to become more efficient in how you manage their money. You need a reliable team that offers a full range of capabilities, insights, and resources. We offer a personal relationship and a suite of services and capabilities built around Fidelity's breadth and depth of money management expertise.

Want to know more?

Get the Definitive Guide to Portfolio Construction

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How We Approach Portfolios

We look beyond conventional wisdom when constructing portfolios around clients' financial goals.

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See What Portfolio Quick CheckSM Can Reveal

This online tool offers a fast, deep analysis of any client portfolio, assessing multiple factors of composition and performance.

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