Managed Portfolios


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Managed Portfolio Basics

What is a managed portfolio?

A managed portfolio puts professionals in charge of your assets. When you invest in one of our managed portfolios, all decisions - including investment research and selection - are made on your behalf to help pursue your goals. It can be an ideal way to simplify investing.

An investment plan designed for you

With Fidelity's Portfolio Advisory Services, our professionals work closely with you to evaluate your financial situation and define your goals. Then, by determining which managed portfolio is appropriate, we develop an investment plan to help you reach your goals.

See the benefits of a managed portfolio from Fidelity or see how we can invest for your situation.

¹Callan Periodic Table of Investment Returns, © 2009 Callan Associates, Inc.

²Diversification does not ensure a profit or guarantee against loss

Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity Private Portfolio Service® may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPT"), a federal savings bank, 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.

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 member of NYSE and SIPC.

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

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Did You Know?

Between 1989-2008, the annual top performing market area (large cap stocks, bonds, etc.) changed 12 times.¹

Our goal is to keep you properly diversified, employing a disciplined approach to managing your assets.²

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