Humble, TX Office
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Fidelity
Institution
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About
Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.
The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.
Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.
Based on Fidelity
Location
Humble TX
Advisors at this office
3
Advisors at this office
Clarissa B
Series 63, Series 66
Humble, TX
Fidelity
Clarissa Barras is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.
Michael A
Series 63, Series 66
Humble, TX
Fidelity
Michael Anderson Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, Mutual of Omaha, Allstate Insurance Company, and AXA Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios with oversight controls and employs systematic methodologies integrating mutual funds, ETFs, and ETPs.
Manuel E
ChFC®, Series 63, Series 65, Series 66
Humble, TX
Fidelity
Manuel Elvir III is a financial advisor at Fidelity with 24 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Fidelity’s Strategic Advisers LLC, where Manuel works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.
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