How to Buy Funds
 Overview
 Create a Plan
 Analyze Your Portfolio
 Evaluate Funds
 Get Fund Ideas
Overview
Create a Plan
Analyze Your Portfolio
Evaluate Funds
Get Fund Ideas
Create a Plan
 
We believe that a goal-based, diversified portfolio — with specific assets assigned to specific priorities — improves your chances of reaching your goals.
Are you on target to reach your goals?
Create a plan for your financial goals including saving for a new home, retirement and college.
Need investment guidance from Fidelity? Go to Portfolio Review.
What is your risk tolerance?
At Fidelity, we believe that successful investing is an individual's responsibility. That means setting goals, building a plan, and sticking to the fundamentals in order to reach your goals. So, be honest with yourself: do you have the experience, discipline, and time to build and monitor your portfolio?
If your answer is "Yes," you'll find in the following sections a summary of all the resources and tools Fidelity offers to help you make smart decisions
If your answer is "No," you may want to get the help of investment professional to build and manage your portfolio. Consider the:
Fidelity's Portfolio Advisory ServicesSM* — Not certain you have the time or expertise necessary for the day-to-day management of your portfolio? Fidelity's Portfolio Advisory Services offers active, ongoing management of your investments to help you achieve your long-term goals. A team of investment experts will work to ensure your portfolio is invested according to your needs, rebalancing and reallocating your assets when necessary. Designed for portfolios of $50,000 or more.
*Fidelity Portfolio Advisory ServiceSM is a service of Strategic Advisers, Inc., a registered investment adviser and Fidelity Investments company. Fidelity Private Portfolio ServiceSM may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPT"), a federal savings bank and a registered investment adviser, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPT and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.
 
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