An institutional approach to money management
Gain access to investment pools that utilize Fidelity’s proprietary research methods and investment strategies with an institutional-style approach, focused on risk management.
Global investment network
Fidelity's global organization has extensive resources and expertise with a disciplined investment process.
Rigorous risk controls
Access to institutional style investment managers, with an emphasis on managing risk to seek to deliver consistent results.
Tax-smart investing
Tax-smart features, through Fidelity Corporate Class and Tax-Smart CashFlowTM, providing a framework for a tax-efficient investment plan.
Where your wealth meets the investment expertise it deserves
Working with your advisor, you can create a personalized, long-term plan that includes Fidelity's global asset management expertise to meet your unique investment needs. Fidelity Private Pools offer tax-efficient options for most non-registered accounts.
See what's new
Fidelity Global Growth Private Pool: Diversified with global reach and a focus on risk management.
Program overview
Introducing Fidelity Global Growth Private Pool
Explore the strategies behind Fidelity Global Growth Private Pool, managed by David Wolf and David Tulk.
Discover the benefits of Fidelity's Private Investment Program
Fidelity's Private Investment Program offers institutional-style investment management, tax-smart strategies and more.
An investor’s guide to Fidelity Private Investment Program
Discover how Fidelity Private Investment Program can help you achieve your investment objectives.
Program features
As your portfolio grows, your investment needs may evolve. By investing with a larger portfolio, you can access a wider range of services and enjoy more favourable pricing through fee reductions,* as well as benefit from differentiated investment strategies.
Straight forward pricing
Attractive pricing; fees that reduce as investment increases, whether it’s $250,000 or over $10 million. Minimum initial investment of $150,000/pool.
Premium ongoing support
Enhanced account reporting, plus access to a dedicated client services team.
Custom portfolio service
Automatic rebalancing through custom portfolio service. Minimum initial investment of $500,000, from single or multiple accounts.
Related materials
Speak with your advisor
Speak to your financial advisor about how adding actively managed, Fidelity Private Investment Pools can benefit your portfolio.