Northlake, 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
Northlake TX
Advisors at this office
3
Advisors at this office
Erin G
Series 66, Series 63
Northlake, TX
Fidelity
Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.
Austin R
Series 66
Northlake, TX
Fidelity
Austin Riebe is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that reflect their values, priorities, and long-term financial goals. He began his career at Fidelity in 2015 and has held multiple roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Retirement Solutions Representative, and Workplace Planning and Guidance Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Austin has gained experience in various aspects of financial planning and benefits consultation. He holds insurance licenses in Arkansas and California. No additional information regarding his education or personal interests is provided.
Nathan M
Series 63, Series 66
Northlake, TX
Fidelity
Nathan Mccray is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Froggie 5-0 and Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs advanced methodologies including AI in its investment process.
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