Rockford, MI 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
Rockford MI
Advisors at this office
3
Advisors at this office
Darren J
Series 63, Series 65
Rockford, MI
Fidelity
Darren James is a financial advisor with Fidelity Investments based in Rockford, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Fifth Third Bank, and several retirement planning firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s services range from discretionary portfolio management to fund advisory, including operations as a commodity pool operator and advisory roles to multiple registered investment companies.
Travis W
Series 63, Series 66
Rockford, MI
Fidelity
Travis Wolf is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Kestra Financial, JPMorgan Securities, and JPMorgan Chase Bank. Outside of his advisory work, he is a tennis instructor at MVP Athletic Club in Rockford, Michigan. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.
Nicole H
Series 63, Series 66
Rockford, MI
Fidelity
Nikki Huyser is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients to understand their family dynamics, situations, and financial goals to identify risks and opportunities. Nikki has extensive experience in the financial services industry, having worked at Fidelity Investments since 2021 in various roles including Relationship Manager and High Net Worth Associate. Prior to joining Fidelity, she spent two decades at Wells Fargo Advisors as a Senior Registered Client Associate. Outside of her professional work, Nikki engages in activities such as boating, fitness, hiking, puzzles, reading, and yoga.
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