Fidelity Managed Portfolios

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Fidelity Managed Portfolios are a suite of risk-targeted investment solutions. The Portfolios use tactical asset allocation offering a range of income, balanced, growth and retirement-focused portfolios across the full risk spectrum.

Your one-stop investment solution

As investment markets become larger and more complex, investors are increasingly turning to professional investment management to help them reach their financial goals.

Fidelity Managed Portfolios offer a range of investing styles, plus diversification, in a single investment solution. 

Speak with a financial advisor 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.

Fidelity Managed Portfolios - overview