Tailored to Your Needs
As your wealth grows, so does your need for sophisticated investment management. But even seasoned investors can find it challenging to sort through the thousands of stocks, bonds, and mutual funds available and figure out how they interact in a portfolio.
Understanding your financial needs
Designed for clients investing $200,000 or more, Fidelity Personalized Portfolios are built and managed using a wide array of mutual funds and exchange-traded funds (ETFs). At higher account balances, individual stocks may be used as part of a separately managed account (SMA) to further diversify your portfolio.
We offer flexibility to tailor your portfolio based on your preferences, such as excluding or including certain investments or asset classes.
Building a strategy and portfolio for you
We start with a personal investment consultation at one of our Investor Centers or by phone.
One of our professionals will discuss your overall investment goals, funding capital, marginal federal income tax rate, and other factors specific to your financial situation.
Then our investment team will recommend a strategy and build a portfolio to help meet your personal needs, such as broader diversification, balancing portfolio risk, or seeking to reduce the potential impact of taxes. Together we will agree on the overall approach.