Invest via 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