Charitable Investment Advisor Program
Use your expertise to further your clients' charitable giving
Our Charitable Investment Advisor Program allows eligible investment advisors to actively manage Fidelity Charitable assets contributed by their clients — and charge a fee for their investment services.
Open architecture for investments (subject to policies and guidelines), including alternative assets, allows you to tailor investment portfolios to your clients' charitable goals, incorporating charitable giving into their overall financial plans. Fidelity Charitable custodies its assets on a variety of platforms.
How the program works:
Need more information? Read the program overview.
Call or email the one nearest you >