Managed Portfolios


Get a free Investment
Recommendation

Personal Contact

A professional working for you

Your Relationship Team member is your personal contact for your account and your liaison to our Investment Team.

Our Relationship Team members are some of Fidelity’s most experienced professionals. Many have advanced business degrees and are certified in financial planning.

Your Relationship Team member:

  • Helps you define your investment goals and establish a plan to reach them
  • Discusses your account in depth and explains investment decisions made on your behalf
  • Monitors your account to help you stay on track to meet your goals
  • Reviews your investment strategy with you annually
  • Helps you with day-to-day business, like arranging deposits and withdrawals

This page will open in a popup window.How we keep in touchThis page will open in a popup window.

You enjoy the comfort that comes from having a pro standing by to provide the level of service you expect.

Learn about our Investment Team and how they manage your investment.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Did You Know?

Many investors let their emotions drive their investment decisions. This can increase the chance that you will miss out on gains and potentially lose money if you are not able to cap your emotions and reduce the impulse to make decisions based on the natural ups and downs of the market.

You can benefit from the experience and knowledge of our professionals.

Additional Resource
Copyright 1998–2009 FMR LLC
All rights reserved.
Terms of Use Privacy Security Site Map