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Managed Portfolio Services From FidelityTake the weight of investing off your shoulders.
See a side-by-side comparison of our services. 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. *Fidelity Private Portfolio Service® (PPS) applies tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client’s account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor’s account which PPS does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold. 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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