Paul Ma, VP, Lead Portfolio Strategist, Fidelity Investments met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s emphasis on portfolio construction and advisor resources.
Ma and his team at Fidelity Investments focus on helping advisors build a better portfolio. Fidelity provides advisors with access to portfolio construction tools, seminars, models, and consulting. For advisors who wish to build their own model portfolios, Fidelity helps provide analysis and recommendations on manager selection, asset allocation, and the firm’s overall fiduciary investment process.
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