How Should Advisors Evaluate Model Portfolios?

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About the Episode

As advisors have expanded their suite of financial planning services and sought new ways to add value to their client relationships, they have also committed to solutions to streamline their investment management. One of those solutions is a model portfolio, which consist of allocations to a group of mutual funds that meet the goals and risk tolerances of their clients.

About the Guest

Matt Goulet, senior vice president of model portfolios at Fidelity Institutional Asset Management

For more information visit:

Fidelity Investments Institutional Services Company, Inc., Fidelity Institutional Asset Management Trust Company, or FIAM LLC
Fidelity is not affiliated with Advisor Perspectives.
Fidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by FIAM LLC, a registered investment adviser or by Fidelity Investments Institutional Services Company, Inc. a registered broker-dealer.