Advisor Express

Advisor Express is a tactical ‘conservative growth and income’ strategy where investments are limited to mutual funds available in the large and broad-based Fidelity Funds universe. The strategy is unconstrained in nature which allows it to invest in a variety of asset classes both domestic and international.

The goal is to conservatively participate in both the equity and income markets while avoiding catastrophic bear market losses.

Risk managed policies employ the use of cash during adverse conditions; these positions could at times be 100%.

Inception Date


Investment Vehicles
Mutual Funds & ETFs
Direct Custodians

Fidelity Investments

We invite you to connect with us to learn more about this strategy’s objectives and how it is best utilized.