Advisory Solutions
Separate Account Network®
Access institutional investment managers who deliver active portfolio strategies designed to help your clients achieve greater tax efficiency and enhanced control over their investments
Fidelity Separate Account Network
Streamline access to managed portfolios through an integrated platform
Fidelity’s Separate Account Network enables you to outsource* all or part of your clients’ portfolios to third-party institutional investment managers
- 700+ Separate account managers1
- Over 3,000 investment disciplines1
- Access due diligence, manager selection, asset allocation, performance reporting and fee billing
Fidelity’s Separate Account Network simplifies your research process by giving you access to the Informa Investment Solutions tool—available at no additional cost on Fidelity’s platform—so you can independently evaluate managers that align with your clients’ needs.
* Outsourcing refers to hiring of a 3rd party to manage investment vehicles only. Advisor retains overall fiduciary responsibility for management of the investment account.
1. As of November 30, 2024
Separate Account Network is a registered service mark of FMR Co.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.