Scale Your Practice with Model Portfolios

Take advantage of Fidelity's powerful portfolio management capabilities and spend less time managing portfolios and more time with your clients.


Gain access to institutional-quality money management expertise, enabling you to allocate funds that align with your clients' specific investment objectives.


Focus your time on having client conversations, helping you to build deeper relationships and a more comprehensive financial planning offering.


Gain access to a long history of managing risk-based portfolios, a deep capability of research and portfolio construction expertise, and the reliability that comes from managing $2.4 trillion in client assets.

Which Model Portfolio Is Right for You?

Browse Our Models

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Get the Definitive Guide to Portfolio Construction

Helping you address the changing needs of your clients, this guide offers new ways to expand the services at the core of your business.

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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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