Personalized investment management1
The accounts we manage for you can be customized around your unique preferences and comfort with risk, helping you pursue your wealth's full potential on your terms.
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Your personalized investment strategy
Working closely with you, we recommend a mix of asset classes around your goals, comfort with risk, and personal preferences. We also factor the way accounts we’re not managing are invested into our recommendation, including those not held at Fidelity. The result is a comprehensive portfolio built around your full financial picture.
And the strategy we build for you is just the beginning. As markets move and your goals change, we conduct regular check-ins to ensure you feel confident in the way you're invested.
Investing in you starts with a relationship with us
Collaborate with a team of advisors by phone or video
The Fidelity® Advisory Services Team will work with you to build an investment strategy aligned with your goals, supported by annual reviews designed to keep your plan on track.
Minimum investment: $50,000
Partner with a dedicated advisor
Your advisor will work with you on an ongoing basis as part of our Wealth Management offering, providing planning for your full financial picture and investment recommendations designed to help you reach your goals.
General eligibility: $500,000
Fidelity advisor spotlight
Entering into a managed relationship for the first time can be a big step for people. I like to go over the value of professional money management and how that can have a positive impact on their day-to-day lives.
Tina Wang
Vice President, Financial Consultant
The depth of our approach
Your personalized portfolio is built and actively managed by a team of over 160 portfolio strategists, analysts, and traders. These experienced professionals continually look for investment opportunities that make sense for each individual client’s financial plan.
How our team can build your portfolio
After we work with you to build a mix of asset classes appropriate for your comfort with risk, you can choose from numerous other options, including sustainable investing, index funds, or a defensive approach.
Our team closely monitors both the markets and the economy, searching for opportunities to better position you to reach your goals.
Each decision we make is grounded in our disciplined approach, which has helped us deliver stable, long-term results for clients over the past 30 years.
Investing in you starts with a relationship with us
Collaborate with a team of advisors by phone or video
The Fidelity® Advisory Services Team will work with you to build an investment strategy aligned with your goals, supported by annual reviews designed to keep your plan on track.
Minimum investment: $50,000
Partner with a dedicated advisor
Your advisor will work with you on an ongoing basis as part of our Wealth Management offering, providing planning for your full financial picture and investment recommendations designed to help you reach your goals.
General eligibility: $500,000
Fidelity advisor spotlight
Ongoing conversations help clients stay committed to the plan. I've found that the more a client’s portfolio reflects their priorities, the more likely they are to stay invested, which we believe is a critical part of long-term success.
Todd Williams
Financial Consultant
Screenshots are for illustrative purposes only.
Keep more of what you earn
On average, clients with a Personalized Portfolios account using tax-smart strategies could have saved $4,137 per year in taxes from tax-loss harvesting alone.2 This is money that can stay invested, where it has the potential to grow over time.
Unlike some firms, we don't simply wait until year end to harvest tax losses. We continually look for ways to enhance your after-tax returns by applying up to 8 tax-smart strategies3 throughout the year.
Learn more about our tax-smart techniques
Investing in you starts with a relationship with us
Collaborate with a team of advisors by phone or video
The Fidelity® Advisory Services Team will work with you to build an investment strategy aligned with your goals, supported by annual reviews designed to keep your plan on track.
Minimum investment: $50,000
Partner with a dedicated advisor
Your advisor will work with you on an ongoing basis as part of our Wealth Management offering, providing planning for your full financial picture and investment recommendations designed to help you reach your goals.
General eligibility: $500,000
Fidelity advisor spotlight
Where some people look for ways to harvest tax losses at year end, our investment team is continually watching every position as part of our ongoing effort to create more tax-efficient portfolios for our clients that can help them keep more of what they earn.
Peter McMahon
Vice President, Financial Consultant
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