Investment Services

Fidelity Family Office Services is a cost-effective alternative for wealthy families and family offices that want institutional capabilities delivered with exceptional service, integrity, and security.

Featured Resources

Thought Leadership

Fidelity Family Office Services provides its institutional clients with access to Fidelity's expanded research offering. Economic and market updates, theme-based whitepapers, and investment strategies are available on a periodic basis. Our investment team can tailor communication content and frequency to meet client needs.

Institutional Products

We offer access to a broad range of institutional investment solutions managed by Fidelity Management and Research Company, Pyramis Global Advisors, and third-party providers including Geode Capital Management.1 Clients can take advantage of a wide array of investments and solutions which offer differentiated exposure across major asset classes and sub-classes.

Alternatives

Through our relationships, clients may have access to alternative investment2 offerings beyond traditional long-only solutions. These may include fundamental and quantitative market neutral funds, arbitrage strategies, options overwrite programs, commodities, and diversified real estate funds.

Custom Solutions

We work with clients to understand their specialized investment needs and customize solutions for them. For example, we have worked with clients to design fixed income accounts that match their liabilities, meet a desired yield or duration profile, or exclude specified industries or securities.

To learn more about how Fidelity supports wealthy families and family offices, please call

866.273.2130

 
 

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