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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.
1
Gain access to institutional-quality money management expertise, enabling you to allocate funds that align with your clients' specific investment objectives.
2
Focus your time on having client conversations, helping you to build deeper relationships and a more comprehensive financial planning offering.
3
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?
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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.
Learn MoreSee 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.
Learn MoreFidelity Model Portfolios, which include any custom models, 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.