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Fidelity Investment Flipbook PDF
Fidelity Investment
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HELPING PEOPLE
TO LIVE THE LIFE THEY WANT Fidelity Investment | 800-343-3548 | w w w.f idelity.com
welcome We believe the more we can make investing and financial planning clear and simple.
Table of CONTENT’S
Fidelity Investment
Planning and Advicing a.
what we offer
04
b.
managing wealth and gowth
07
We believe in making the complex, simpler—whether you work with us in person, on the phone, or online. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.
c. building savings 08
planning and advice Strategy and Pricing a. fidelity investments 10
Get financial planning tailored around you, whether you need help with retirement, complex wealth management, or managing your portfolio.
Team Members
straighforward pricing
a. strategic advisors 12
With low minimums, no annual account fees, and competitive pricing on trades and transactions, you’ll always know what you’re paying.
HELLO..
Keeping your INFORMATION AND ASSETS SECURE ! …
The protection of your portfolio and personal information is the foundation of our relationship. That’s why we offer the latest technology to help give you the ultimate benefit—peace of mind.
We offer a range of services based on your needs. Whether you’re just starting your career or you have complex wealth needs, we have a range of services to help you get where you’re going.
What We OFFER... Whatever your goals are, we can help you reach them. Whether you want to invest on your own or you’d like us to do it for you.
Track and manage multiple goals Use our powerful tool to help you work toward your goals and build an investment strategy.
Get your retirement on target
Stay on track with alerts
Use this tool to see how prepared you are for retirement, and what you may need to work on.
Stay on top of your portfolio with timely alertsLog In Required and updates on the status of your investments.
One-on-one guidance. Backed by industry-leading research and analysis, we provide straightforward guidance specific to your needs.
Expert insights and investing tools. Help make the most out of your financial life with easy-to-use tools and the latest professional insights from our specialists.
Broad choice of investments. Access a range of investments including stocks, options,* ETFs, mutual funds, bonds, CDs, and precious metals.
Planning & 4
ADVICE.
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
5
Managing & Growing WEALTH Let’s make sure your m o n e y k e e p s
working hard for you.
Explore our Planning & Guidance Center today. You can create a holistic financial plan or investment strategy and monitor your progress.
Diversifying your investments: Help minimize your investment risks with a diverse mix of assets in your portfolio. Also take the opportunity to fine-tune your savings goals and investment approaches annually—and after every major life event.
Examining your tax strategy: Be aware of how taxes will affect your money, and minimize the impact where possible.
Protecting your legacy: Consider life insurance and estate planning strategies to help protect your wealth and maximize your legacy.
…
Wealth Management EXPLORE OUR SERVICES !
As a wealth management client with Fidelity, you can have a dedicated financial advisor who can provide clear recommendations to help you grow and protect your wealth.
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
7
Building SAVINGS... Saving for big goals doesn’t have to feel overwhelming. We’ll help you get there, step by step.
The Fidelity Perspective Planning for the future: Pay yourself first. Set up automatic deposits or transfers to help build up your savings. Prioritize building an emergency fund that can cover three to six months of living expenses in case you suddenly lose income. Creating your investment strategy: Consider investing to increase your rate of return. Maximizing your retirement contributions: Save as much as you can through 401(k)s, IRAs, and other retirement accounts.
Retirement answers—when you need them The beta version of our Virtual Assistant can help answer basic questions about retirement fundamentals.
Fidelity resources to help buid your resources
Invest with a Digital Advisor. Fidelity Go® combines the benefits of professional money management with the convenience of a managed account that’s primarily supported online. Save on ATM fees. A Fidelity® Cash Management Account is an alternative to a traditional bank checking account with all ATM fees reimbursed. Plus, no monthly fees.
What’s your retirement score? Know where you stand for retirement in just 60 seconds. Answer six simple questions to get your score and additional steps to consider as you build your savings.
Save for retirement with a Fidelity IRA. Have you maxed out your 401(k)? A Fidelity Roth or Traditional IRA gives you another tax-advantaged way to save.
8
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
9
Guided by what matters most to you.
Fidelity Go®
Fidelity Portfolio Advisory Service®
Fidelity® Personalized Portfolios
A simple, easy way to invest online
Designed to help you invest for retirement and other large goals
Focused on tax-sensitive investment management3 for long-term growth
$5,000
$50,000
$200,000
We’ll work with you to learn your goals and how you want to work with us, then propose and manage a strategy around what matters most to you. We can also bring your plan to life by proposing a strategy based on your needs, and then take on the work of investing, while continuously supporting you. Whether you’re saving for retirement, trying to manage taxes,* or saving for a major purchase, we have a range of investing strategies that can help you meet your needs.
Strategy &
Fidelity Separately Managed Accounts
Fidelity Wealth Management AdvisorySM
Invests in specific strategies and segments of equity and fixed income markets
A highly personalized service offered through Private Wealth Management® 4
$200,000–$500,000
PRICING 10
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
$2 million
INVEST IN A RELATIONSHIP
IT STARTS WITH YOUR NEEDS
STRATEGIES THAT FIT YOUR LIFE
Fidelity Investment | 800-343-3548 | w w w.f idelity.com
11
TeamMembers
As an integral part of Fidelity, Strategic Advisers brings the strength and security of a firm with a track record of managing money for all types of investors, through all kinds of market conditions.
A great team find A WAY TO WIN Meet Our People at Strategic Advisers
At Fidelity, our managed account strategies are managed by Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. With over 130 investment professionals, the team seeks to provide investment management and solutions to help investors achieve their financial goals.
BRUCE T. HERRING, CFA®
JIM CRACRAFT
P. BRIAN ENYEART, CFA®
PRESIDENT
MANAGING DIRECTOR, PORTFOLIO ENGINEERING
CHIEF INVESTMENT OFFICER, PORTFOLIO ADVISORY SERVICES
Bruce Herring has overall responsibility for Fidelity’s retail and workplace managed accounts, wealth planning and personal trust offerings, and guidance and planning methodologies.
He oversees the portfolio construction and trading for Fidelity’s managed account offerings, which include Fidelity® Personalized Portfolios, Fidelity Wealth Management AdvisorySM.
ROBERT MACDONALD, CFA®
CHRISTOPHER FUSÉ
LARRY RAKERS
SENIOR VICE PRESIDENT, DIRECTOR OF FINANCIAL SOLUTIONS
PORTFOLIO MANAGER
PORTFOLIO MANAGER
Christopher Fusé is portfolio manager and head of the Fidelity® Personalized Portfolios Investment Committee.
Larry Rakers is a portfolio manager and serves as the lead asset allocation portfolio manager for Fidelity Portfolio Advisory Service®.
He is responsible for the investment profiling methodology used to supply asset allocation recommendations for clients in Fidelity managed accounts.
Brian Enyeart is responsible for overseeing the Fidelity Portfolio Advisory Service®, Fidelity® Personalized Portfolios, and Fidelity® Portfolio Advisory Service at Work investment teams.
More than just an investment management.
401K ROLLOVER
ANNUITY CUSTOMERS
TERM LIFE INSURANCE
AT TN: Direct Rollovers
Annuity Service Center
PO Box 770001
PO Box 770001
Fidelity Investments Life Insurance
Cincinnati, OH 45277-0037
Cincinnati, OH 45277-0050
Service Center PO Box 770001 Cincinnati, OH 45277-0050