Fidelity Managed Accounts

Professional portfolio management offered to participants as part of their workplace savings plan
Fidelity Managed Accounts

As important as saving for retirement is, most participants just don't have the time, let alone the experience, to actively manage their own workplace savings accounts.

Fidelity® Portfolio Advisory Service at Work, offers your participants the opportunity to have a team of professionals actively research, and manage their workplace savings for them.  Learn more about Fidelity Portfolio Advisor Service at Work professionals who carefully construct and continuously manage these accounts to maintain an appropriate mix of assets over time. 

Fidelity Portfolio Advisory Service at Work offers participants a comfortable balance of risk and reward:

  • Our professionals first get to know your participants.  They then find the model portfolio that works for them based on their unique situation and goals.
  • We then look for opportunities that offer a comfortable balance of risk and reward. Because being too conservative can be just as harmful as being too aggressive
  • Because any big changes in the market or in their life may need a change in their investment approach, we’ll adjust their  portfolio accordingly.
  • We offer all this at no cost to sponsors

Fidelity Portfolio Advisory Service at Work is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. This service provides discretionary money management for a fee.

 

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