Liberty Township, OH Office
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Fidelity
Institution
Firm-wide stats for Fidelity
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
Liberty Township OH
Advisors at this office
2
Advisors at this office
Jeffery S
Series 66
Liberty Twp, OH
Fidelity
Jeffery Seifert is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Prior to Fidelity, he was employed at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC segment provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, a broad investable universe, and its advisory role to multiple registered investment companies.
Maria T
Series 63, Series 66
Liberty Township, OH
Fidelity
Maria Tschuor is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of her advisory role, she serves as an officer for the Four Bridges Swim Team, where she helps organize volunteers and fundraisers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.
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