St George, UT 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
St George UT
Advisors at this office
3
Advisors at this office
Andrew K
CFP®, Series 63, Series 66
St George, UT
Fidelity
Andrew Klindt is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Fidelity Investments and has held various roles within Fidelity and its affiliates since 2008, as well as brief positions at Personal Capital Advisors Corporation and J.P. Morgan entities in 2021. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it provides model portfolios to intermediary platforms.
Perry A
Series 63, Series 66
Saint George, UT
Fidelity
Perry Atkin is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.
Cade B
Series 63, Series 66
St. George, UT
Fidelity
Cade Baldwin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Baldwin is a running coach, creating training plans and providing guidance in that capacity. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering investment management and advisory services. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction in managing diversified portfolios and funds.
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