Wellington, FL 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
Wellington FL
Advisors at this office
3
Advisors at this office
Paige P
CFP®, Series 63, Series 66
Wellington, FL
Fidelity
Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.
Matthew R
Series 66
Wellington, FL
Fidelity
Matthew Rahim is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has four years of industry experience and has worked at several firms including Fisher Investments and Lincoln Investment LLC. His career also includes experience outside of financial services with roles at Indian River State College and Hollister Co. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a portfolio construction process combining proprietary fundamental research, quantitative analysis, and algorithmic methods to manage model portfolios across mutual funds, ETFs, and ETPs.
Craig M
CFP®, Series 63, Series 65, Series 66
Wellington, FL
Fidelity
Craig Martz is a CFP® professional with 25 years of industry experience, currently with Fidelity Investments. His prior roles include positions at TD Ameritrade, Axa Advisors, and Waddell & Reed. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including advisory roles for registered investment companies and the development of model portfolios.
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