Invest via a model portfolio

Model portfolios help advisers manage portfolios more efficiently by combining professional asset allocation, diversification and ongoing oversight in a single solution.

Fidelity model portfolios build on these benefits by pairing a structured framework with active, research led investing, helping advisers stay focused on clients, not portfolios.

Why Fidelity

Research led foundations
Built on Fidelity’s leading global research capabilities

Active by design
Our models use active and research enhanced strategies to adapt as markets change, rather than simply track an index

A trusted global manager
Decades of investment experience, delivered through professional model solutions.

Learn more about our model portfolio solutions