advisor.fidelity.comFidelity Institutional Asset Management

® ® Choose your site: Financial Advisors RIAs Retirement Advisors Gatekeepers & Analysts Institutional Investors Consultants Liquidity Managers Individual Investors (FIAM ® ) is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs. is a gateway to Fidelity’s original insight and diverse investment capabilities across equity, fixed-income, high-income and global asset allocation. Check the background of this firm on FINRA’s BrokerCheck . Financial Advisors Investment professionals who work with individuals to help plan for a variety of investment needs and goals including: building portfolios for college or retirement; investing for multiple time horizons and managing client accounts for dynamic and evolving markets. Registered Investment Advisors (RIAs) Investment professionals who provide a highly personalized level of advice around investment management and wealth planning. Clients often include high net worth investors with complex financial portfolios. Retirement Advisors Investment professionals who specialize in Defined Contribution plans. These individuals work with plan sponsor clients to improve plan design, build investment menus that help improve overall plan success and ensure plan participants’ retirement readiness. Gatekeepers & Analysts These investment professionals are often the decision makers for the investment lineup on mutual fund, retirement plan, and/or variable annuity platforms. Analysts are individuals at broker-dealers, insurance firms, or banks who perform investment analysis. Institutional Investors These individuals represent large defined benefit and defined contribution plan sponsors, endowments, foundations, family offices, corporations, or entities. They are looking for investment options and custom solutions to adequately fund investment and corporate retirement plans. Consultants Investment professionals who help plan sponsors improve participant outcomes and reduce fiduciary risk. They are responsible for choosing, monitoring, and analyzing options for retirement plan investment menus. They may also maintain recommended lists for their clients. Liquidity Managers These individuals are institutional clients, such as officers and finance professionals from the public and private sectors. They are responsible for managing and planning cash and collateral obligations and for reducing liquidity risk exposure. Individual Investors Individual account owners who want to learn more about our products and services. Are you a SIMPLE IRA Plan Sponsor? Visit our SIMPLE Plan Sponsor Resource Center . * More than $560 billion in assets under administration, which includes assets distributed through the FIAM business unit that may be managed by Fidelity affiliates or third parties. Before investing have your client consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your client read it carefully. Usage of institutional.fidelity.com constitutes acceptance of the Terms of Use below. Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company. 764936.7 RD_15414 Asset Management ® Fidelity Institutional Original Insight Tailored Access Diverse Investment Capabilities ® Original Insight Tailored Access Diverse Investment Capabilities Policies Terms of Use Privacy Communication Policy Notice of Business Continuity Plans Security This site is for persons in the U.S. Only By using or logging in to this website, you consent to the use of cookies as described in Fidelity’s Privacy Policy Pricing & Performance Fidelity Advisor Funds ® ETFs Fidelity Advisor 529 Plan Destiny Plans Money Markets for Individuals Money Markets for Institutions Sales Charges & Breakpoints Fidelity Advisor Funds ® Fidelity Advisor 529 Plan Destiny Plans Prospectuses, Reports, and Fact Sheets Fidelity Advisor Funds ® ETFs Fidelity Advisor 529 Plan Destiny Plans Money Markets for Individuals Money Markets for Institutions Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC), are offered by Fidelity Investments Institutional Services Company, Inc. (FIISC) a registered Broker Dealer. (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FIISC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. © Copyright 1996– FMR LLC. All rights reserved. Not FDIC Insured. May Lose Value. No Bank Guarantee. Other Fidelity Websites For Individuals Fidelity.com * Online trading, ETFs, Mutual Funds, IRAs, & Retirement for Individual Investors 401(k) Participants & Employees of Corporations * Account balances, investment options, contributions, and tools. 403(b) & 457(b) Participants & Employees of Non-Profits * Account balances, investment options, contributions, and tools. Other Workplace Benefits(NetBenefits ® ) See your compensation, health, and insurance benefits managed by Fidelity for your employer. 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