Join us for this month’s session of the “Meet the Strategists” series, featuring Carlos Fragoso, Vice President, Model Portfolios, as he shares insights from Fidelity, a global leader in investment management.
This session will explore Fidelity’s Diversified Managed Portfolios, designed to provide comprehensive, multi-asset class strategies that align with a wide range of investor goals and risk profiles.
Discover how Fidelity leverages its extensive resources, innovative research, and disciplined approach to build portfolios that aim to optimize investor returns while managing risk. Carlos Fragoso will provide a deep dive into Fidelity’s portfolio construction methodologies and strategic asset allocation process.
Don’t miss this opportunity to learn how Fidelity’s diversified strategies can enhance your client offerings and drive better portfolio outcomes.
