If your plan outlines what you and your family want to achieve, the way you invest is the roadmap you follow to help achieve that vision. Fidelity Wealth Management has spent years working with families like yours, following a highly disciplined process designed to help you stay invested for long-term success.
Your mix matters
According to a study, about 90% of the variability of a fund's returns over time can be explained by asset allocation, or the mix of investments.1 Investment decisions for Fidelity® Wealth Services clients are made by a multi-faceted team of professionals, including portfolio managers, traders, and researchers.
The potential of active management
Between 2000 and 2020, a hypothetical portfolio comprised of 50% stocks, and which was not rebalanced, saw that increase to 67% stocks, potentially resulting in additional risk.2 Ongoing rebalancing, part of the active management approach available to Fidelity® Wealth Services clients, can help ensure the way you're invested stays true to your comfort with risk.
Putting the pros to work for you
Studies estimate that working with an advisor can add up to 5.1% each year to long-term returns.3 One reason is that having your money professionally managed can help to remove the emotion from investing, countering any urge you may have to stray from your long-term plan.
Professional money management can be a smart way to help ensure the way you're invested aligns to your financial goals.
Studies estimate that professional financial advice can add up to 5.1% to long-term returns.3
We can provide tailored investment management designed around your goals, including investment selection and portfolio construction, to help ensure that all your accounts are aligned and invested appropriately to help you achieve your vision.
An investment team on your side
We've developed an investment management model that we believe is built to deliver better outcomes. Rather than have your investment decisions made by a single advisor, all portfolios for Fidelity® Wealth Services clients are overseen by the team of professionals at Strategic Advisers LLC.
Your strategy is built around your plan
At Fidelity, we don't believe investing should occur in a vacuum. So when you enroll in Fidelity® Wealth Services, every investment decision we make on your behalf is grounded in the plan you and your advisor create together. This means working to ensure the way you're invested is aligned to your goals and looking to coordinate that approach across all your accounts, even those at other firms.
A range of building blocks
As a Fidelity client, you have access to different investment options, including diversified managed strategies, single-asset class strategies, or, for for those who qualify, alternative investments.
Tax-smart investment management
When it comes to investing, it’s not what you earn, it’s what you keep. We may employ a series of up to 8 tax-smart strategies4 for Fidelity® Wealth Services clients, some of which can be applied from the time we build a portfolio. And unlike many investment firms, we take an ongoing, proactive approach, searching for tax-saving opportunities throughout the year.
Strategic Advisers, LLC by the numbers
$797 billion+
Assets under management5
169
Investment professionals6
72
Portfolio management associates6
79
Fundamental and quantitative research analysts6
A more comprehensive approach to investing starts with a conversation with your Fidelity advisor.7 Here's some of what we can discuss:
Have you ever considered who's really managing your money? Would you feel more comfortable if your investment strategy was backed by a team with over 30 years of experience helping clients like you reach their goals?
Could your portfolio be more tax efficient?
Do you feel like you have the discipline to remain invested through different types of market conditions? Could having a plan to fall back on help you become a more disciplined investor?
Do you focus on timing the market? Or are you more concerned with time in the market?
Are you looking for investment solutions designed to help you potentially capitalize on unique investment opportunities?
I'm ready to discuss your needs around investing and a range of other topics. Let’s talk about your plan.
Additional resources
Insights and perspectives
Learn more about what both Fidelity and outside professionals are saying about the importance of a sound approach to investing.
Learn more
Take a moment to learn more about some of the different ways Fidelity can work with you to build an investment strategy around your goals.
