As investment markets become larger and more complex, investors are increasingly turning to professional advice and management to help them meet their goals.
Managed portfolios are particularly interesting to investors, because they offer a range of investing styles plus diversification in a single investment solution.
A professional financial advisor works with you to determine which managed portfolio would work best with your goals, risk tolerance, and time horizon. An advisor may ask you to complete an Investor Profile Questionnaire to help establish these parameters, and report back with an Investment Policy Statement.
Composed of underlying mandates in strategic combinations, managed portfolios benefit from professional money management and asset allocation management. The investment mix is automatically rebalanced to maintain the original asset allocation.
The benefits of Fidelity Managed Portfolios:
- Strategic asset allocation that is regularly rebalanced to preserve the original investing style
- Strategic asset mixes to maximize diversification
- Professional money management from underlying Fidelity mandates
- Enhanced quarterly reporting that includes personal rate of return and market summary
- Tax-efficient options for non-registered investments Fidelity’s global presence and global investing expertise