- Investment Products
- Managed Portfolios
Put Fidelity’s experience and integrity to work for your organization
With a managed portfolio from Fidelity, our professionals will identify an appropriate long–term investment strategy for your organization.
We can help you:
- Free yourself of the day–to–day challenges of investment management and administrative duties
- Ensure that your assets are managed in accordance with your organization’s investment objectives
- Keep other committee or board members on top of account activity with Fidelity–generated quarterly performance reports
To get started,
download an Investor Profile Questionnaire [PDF]
. This page will open in a pop–up window. for an Investment Recommendation for your organization.
Account Information
The following is an overview of the service.
| Account Basics | |
|---|---|
| Account Type | Investment assets for organizations that are charitable foundations, trusts, endowments, non–profit, or small businesses with retirement plans. |
| Investment | $200,000 or more |
| Net Annual Fee | Between .25%–1.1% of your eligible assets invested with Portfolio Advisory Services.
Fee Breakdown . This page will open in a pop–up window. |
Relationship Management |
|
| Contact | A dedicated Relationship Officer is assigned as your contact. |
| How We Keep In Touch | Monthly statements, quarterly and annual reviews, an exclusive Web site, and more. |
Investment Management |
|
| Investment Team | Strategic Advisers, Inc. |
| Investment Strategy | Based on our assessment of your organization’s needs or as directed by your organization’s investment policy statement. |
| Investment Holdings | Mutual funds, Fidelity only, or a mix of Fidelity and non–Fidelity. |
| Asset Allocation | Generally, a combination of funds investing in stock, bond, international, and short–term investments. |
Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. This service provides discretionary money management for a fee.
Brokerage services provided by Fidelity Brokerage Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC. Custody and other services provided by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.
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Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
