Fidelity Expands Its SMA Lineup for Advisors

Fidelity Investments has expanded its Separately Managed Account (SMA) lineup by adding six new custom strategies, two models, and launching tax-efficient equity model SMAs. These enhancements aim to provide advisors with more tools to offer personalized investment solutions.

By Elaine Misonzhnik Tue, July 21, 2026 at 3:00 PM GMT+3 2 min read · Yahoo Finance ·

Fidelity Expands Its SMA Lineup for Advisors

Tickers: $FDS

Topics: Fidelity Investments SMA Wealth Management

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