- Investment Products
- Managed Portfolios
Get a free Investment
Recommendation
The Process
How Portfolio Advisory Services works
Your Situation
Tell us about your financial situation by completing a no-obligation Investor Profile Questionnaire online or with a Fidelity Representative.
Our Recommendation
Receive and review our free Investment Recommendation for your portfolio.
Open Account
Open and fund your account to implement your Investment Recommendation.
Ongoing Management
We monitor and make all decisions and trades for your account on your behalf based on extensive research and analysis, with your goals in mind.
How our professionals work with you
Your Relationship Team member is your point of contact and your liaison to Fidelity's Investment Team.
Our Investment Team is our team of skilled portfolio managers and analysts. They are the advisers who develop and actively manage our model portfolios. They keep an eye on the model portfolio in which you invest.
To learn more about how our managed portfolios work, start with your Personal Contact.
Contact Us
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