Fidelity® Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fidelity Expands Model Portfolio Offering Through 55ip to Include Custom Models

Fidelity’s latest offering includes the availability of custom model portfolios through 55ip. In addition to Fidelity’s pre-packaged model portfolios, advisors can now design custom model portfolios that can be implemented through 55ip’s tax-smart technology, allowing advisors to add scale and efficiency to their practice and deliver better outcomes for clients.

Read the full press release on Business Wire.