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www.fidelity.com
Fidelity Investments is a leading financial services firm offering investment management and retirement planning for individuals and institutions.
Fidelity Investments is a leading financial services company providing investment management, retirement planning, and wealth guidance for individuals and institutions. It offers guidance, educational resources, and research to help people plan, invest, and manage wealth across life stages, focusing on accessible tools and responsible investing.
Mission statement
To help people achieve financial security by offering trusted guidance, accessible investing, and practical planning tools.
Products & Services
Annuities Product
Secure your financial future with flexible annuity options for retirement income.
www.fidelity.com/annuities/overview- ✓ Lifetime Income Options — Guarantee Income for Life
- ✓ Diverse Payout Options — Choose Your Payment Terms
- ✓ Tax-Deferred Growth — Grow Your Savings Tax-Free
- ✓ Investment Flexibility — Tailor Your Investments
- ✓ Death Benefit Options — Provide for Your Beneficiaries
Term Life Insurance Product
Provides affordable coverage options for financial protection during a specific term.
www.fidelity.com/life-insurance/term-life-insurance/overview- ✓ Affordable Premiums — Focus on Budget-Friendly Options
- ✓ Flexible Term Lengths — Select Desired Coverage Duration
- ✓ Convertibility Option — Easily Switch to Permanent Coverage
- ✓ Immediate Coverage — Activate Coverage Without Delay
- ✓ Optional Riders — Customize Your Coverage
Health Savings Accounts Product
Optimize your healthcare spending with a tax-advantaged Health Savings Account.
www.fidelity.com/go/hsa/why-hsa- ✓ Tax Advantages — Reduce Your Taxable Income
- ✓ Flexible Spending — Easily Save and Invest
- ✓ Rollover Feature — Grow Your Savings Over Time
- ✓ Integrated Tools — Utilize Comprehensive Resources
Mutual Funds Product
Invest in professionally managed mutual funds for diverse portfolios.
www.fidelity.com/mutual-funds/overview- ✓ Professional Management — Access to Expertise
- ✓ Diversification — Reduces Investment Risk
- ✓ Liquidity — Easy Transactions
- ✓ Affordability — Lower Minimum Investment
- ✓ Variety of Choices — Diverse Fund Options
ETFs Product
Diversify your portfolio with flexible, low-cost ETFs that offer real-time trading.
www.fidelity.com/etfs/investing-in-etfs- ✓ Real-Time Trading — Trade Anytime During Market Hours
- ✓ Low Expense Ratios — Minimize Investment Costs
- ✓ Diversification — Access to Broad Market Segments
- ✓ Tax Efficiency — Minimize Capital Gains Taxes
- ✓ Accessibility — Start Investing with Low Capital
Direct Indexing Product
Customize Your Investments With Tax Efficiency.
www.fidelity.com/direct-indexing/overview- ✓ Tax-Loss Harvesting — Offset Taxes With Losses
- ✓ Custom Stock Selection — Tailor Your Portfolio
- ✓ Index Replication — Replicate Market Indices
- ✓ Flexible Investment Strategies — Implement Unique Strategies
- ✓ Lower Fees Compared to Managed Funds — Reduce Investment Costs
529 College Savings Product
Tax-advantaged savings for education expenses.
www.fidelity.com/529-plans/overview- ✓ Tax Advantages — Maximize Growth With Tax Benefits
- ✓ Use for Various Educational Expenses — Cover All Essential Costs
- ✓ Flexible Contributions — Contribute As You Prefer
- ✓ Investment Options — Select Investments That Suit You
- ✓ Ease of Account Management — Manage Your Account Easily
Fixed Income, Bonds & CDs Product
Access diverse fixed income options to enhance your investment portfolio and secure steady income.
www.fidelity.com/fixed-income-bonds/overview- ✓ Income Generation — Generate Steady Income
- ✓ Investment Diversity — Discover Various Investment Options
- ✓ Capital Preservation — Safeguard Your Investments
- ✓ Tax Benefits — Enjoy Tax-Exempt Income
- ✓ Market Insights — Access Expert Research
Wealth Management Service
Get personalized financial strategies to manage your wealth effectively.
www.fidelity.com/wealth-management/overview- ✓ Personalized Financial Planning — Receive Tailored Advice
- ✓ Investment Management — Optimize Your Portfolio
- ✓ Expert Advice — Access Expert Guidance
- ✓ Holistic Wealth Management — Manage Wealth Holistically
- ✓ Ongoing Portfolio Review — Regular Strategy Adjustments
- ✓ Tax-efficient Strategies — Maximize After-Tax Returns
Robo Investing Plus Advice Service
Simplify investing with automated management and advisor support for personalized financial assistance.
www.fidelity.com/managed-accounts/fidelity-go/overview- ✓ Automated Portfolio Management — Manage Investments Automatically
- ✓ Goal-Oriented Investing — Align Investments With Goals
- ✓ Human Advisor Access — Consult With Advisors As Needed
- ✓ Cost-Effective Investment — Invest Without High Fees
Managed Accounts Service
Enjoy professional management and personalized investment strategies.
www.fidelity.com/managed-accounts/overview- ✓ Ongoing Account Oversight — Ensures Active Management
- ✓ Professional Money Management — Leverages Expert Insights
- ✓ Robo Investing Plus Advice — Enhances Investment Decision-Making
Market Segments
Retirement income
Products focused on providing predictable or tax-deferred retirement income, longevity protection, and capital preservation for retirees and pre-retirees.
Investment management and indexing
Core portfolio construction products that deliver passive and active market exposure, diversification, and tax-efficient index-based strategies.
Advisory and managed wealth
Personalized financial planning, ongoing portfolio oversight, and hybrid automated-plus-human advice for wealth accumulation and goal-based investing.
Tax-advantaged savings
Accounts designed to deliver tax benefits for specific savings goals such as education and healthcare.
Life insurance protection
Term life insurance products that provide affordable, time-bound death benefit protection with convertible and rider options.
Ideal Customer Profiles
Families saving for education with tax-advantaged accounts.
Fully fund education, grow savings, minimize taxes
Deliver funding plan, optimize tax benefits
Individuals planning retirement income with risk-managed strategies.
Maintain lifestyle, ensure reliable income stream
Ensure funds last into retirement, transfer wealth efficiently
Affluent investors seeking tax-efficient, customized portfolios.
Maximize after-tax returns, preserve wealth, legacy planning
Deliver optimal outcomes for family wealth and succession
Retail investors seeking diversified, low-cost, guided investing.
Build retirement savings, maximize long-term growth
Save for major milestones, retirement
Improve investing know-how, monitor risk
Common Questions
- What does Fidelity Investments do?
- Fidelity Investments is a leading financial services company providing investment management, retirement planning, and wealth guidance for individuals and institutions. It offers guidance, educational resources, and research to help people plan, invest, and manage wealth across life stages, focusing on accessible tools and responsible investing.
- What problems does Fidelity Investments solve for Education Funding Families?
- Education funding planning, tax efficiency, account management
- What problems does Fidelity Investments solve for Retirees And Near Retirees?
- Guaranteed income, sequence of returns risk, tax efficiency
- What is Fidelity Investments's role in the Retirement income market?
- Products focused on providing predictable or tax-deferred retirement income, longevity protection, and capital preservation for retirees and pre-retirees.
- What is Fidelity Investments's role in the Investment management and indexing market?
- Core portfolio construction products that deliver passive and active market exposure, diversification, and tax-efficient index-based strategies.
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