Plan, Diversify, and Differentiate: Three Strategies of High-Performing Advisors

National Financial Services

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20 0 se aport boule vard bos ton, ma 02210 To learn more about Fidelity’s research and insights on advisors, please contact your Home Office or Fidelity Representative, or visit go.fidelity.com/insightsonadvice. For investment professional use only. Not for distribution to the public as sales material in any form. Fidelity Investments does not provide advice of any kind. You should conduct your own analysis, review, and due diligence based on your specific situation. You are responsible for evaluating your own specific needs and making appropriate decisions.

Those decisions may be based on these and other factors you deem relevant. The information provided herein is not meant to be exhaustive of all possible options you may consider. The third parties listed are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. The Fidelity Investments and pyramid design logo is a registered service mark of FMR LLC. Fidelity Institutional Wealth Services provides brokerage products and services and is a division of Fidelity Brokerage Services LLC.

National Financial is a division of National Financial Services LLC, through which clearing, custody, and other brokerage services may be provided. Both are members of NYSE and SIPC. Fidelity Investments Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 02917 © 2014 FMR LLC. All rights reserved. 678768.3.0 1.9587275.100 0314 .

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