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Charitable Legacy Pool Management

About the Charitable Legacy Pool

The Charitable Legacy Pool is managed by Strategic Advisers, Inc., a division of Fidelity Investments® and a registered investment adviser providing investment management services through Fidelity's retail, institutional, and intermediary distribution channels. The portfolio management team:

  • Follows the basic tenets of an appropriate long-term risk/return profile.

  • Allocates the Pool in a 60% equity, 40% fixed income strategic asset allocation, with the goal of taking advantage of upside market action, while managing downside risk.

  • May introduce alternatives and extended asset classes as they seek to respond to changing market conditions.

Emphasis on consistency

Their dedicated global asset allocation and investment strategy research team researches, monitors, and chooses from among thousands of asset classes, investments, and investment management styles. Analysts work to understand how one manager may be more likely to contribute to the Charitable Legacy Pool's performance than another, while adhering to the characteristics that define their particular investment process and style over time. Each of the fund managers that are selected to manage a portion of the Pool must perform in the way that Strategic Advisers, Inc. expects them to. Unlike research services that rely heavily on fund managers' past performance to gauge how they will perform in the future, Strategic Advisers, Inc. researchers place great emphasis on how consistently managers adhere to their stated process and characteristics over time.

Highest fiduciary standards

Strategic Advisers, Inc. seeks management firms with the highest fiduciary standards and with the proper resources and structure necessary to let the investment professionals focus their efforts on managing their portfolios. The management team looks for consistent processes by which the fund managers operate and at how they make their investment decisions. Strategic Advisers, Inc. also looks at how closely their interests and those of their firms are aligned with the interests of their clients.

Shared strategic insights

The research analysts and portfolio managers collaborate to construct investment portfolios. They share their insights into how current market conditions affect various investment managers, asset classes, and investment styles. In order to construct appropriately diversified portfolios, they seek to identify and select managers whose stated strategy aligns with how they manage their portfolios.

Manager biographies

Meet our portfolio managers

Wilfred Chilangwa

Lead Portfolio Manager,
SAI*

Wilfred Chilangwa is a portfolio manager at Strategic Advisers, Inc. (SAI).* Since , Mr. Chilangwa has led the Fidelity Charitable investment effort, responsible for oversight of all Fidelity Charitable investment pools. He also manages the Strategic Advisers International Fund (FILFX), Strategic Advisers International II Fund (FUSIX), Strategic Advisers Emerging Markets Fund (FSAMX), and the international sub-portfolio for the Fidelity® Portfolio Advisory Service model portfolios.

Before joining SAI in , Mr. Chilangwa was a senior research analyst covering emerging markets and an assistant vice president in new product development for global investment and asset administration at State Street.

Educated in Italy, Cyprus, Jordan, and Zambia, Mr. Chilangwa received his International Baccalaureate from St. Clare's Oxford, UK. He holds both a Bachelor of Arts in Physics and Economics and a Master of Arts in International Finance and Economics from Brandeis University. He is a Chartered Financial Analyst charter holder and a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Committee on Foreign Relations.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

John Stone

Portfolio Manager,
SAI*

John Stone is a portfolio manager with Strategic Advisers, Inc. (SAI)*, responsible for managing U.S. equity exposure for the Fidelity Charitable investment pools and Fidelity® Portfolio Advisory Service model portfolios. He is co-portfolio manager of Strategic Advisers Value Fund, Strategic Advisers Core Fund, and Strategic Advisers Growth Fund.

Since joining Fidelity Investments® in , Mr. Stone has held various roles in the company, including vice president and senior investment analyst for top-down asset allocation studies for institutional clients. In , he moved to Mercer Global Investments where he was a portfolio manager and principal overseeing four U.S. equity sub-advised mutual funds and a member of the Americas Investment Committee. He returned to Fidelity in to take his current role at SAI.

Mr. Stone holds a Bachelor of Science in Quantitative Economics from Tufts University and a Master of Business Administration from Cornell University. He is a Chartered Financial Analyst charter holder.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

Jonathan M. Duggan

Portfolio Manager,
SAI*

Jonathan Duggan is team leader at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.

In this role, Mr. Duggan leads a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area for Fidelity® Wealth Services (FWS) accounts. Additionally, he co-manages the Open Architecture fixed income portfolio, Strategic Advisers Short Duration Bond Fund, Charitable Gift Pooled Income Fund, Charitable Cash Pool, and Charitable Gift U.S. Bond Index Pool.

Before joining Fidelity as a senior research analyst in , Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since

Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder and a member of CFA Society Boston.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

Meet our portfolio managers

Wilfred Chilangwa

Lead Portfolio Manager,
SAI*

Wilfred Chilangwa is a portfolio manager at Strategic Advisers, Inc. (SAI).* Since , Mr. Chilangwa has led the Fidelity Charitable investment effort, responsible for oversight of all Fidelity Charitable investment pools. He also manages the Strategic Advisers International Fund (FILFX), Strategic Advisers International II Fund (FUSIX), Strategic Advisers Emerging Markets Fund (FSAMX), and the international sub-portfolio for the Fidelity® Portfolio Advisory Service model portfolios.

Before joining SAI in , Mr. Chilangwa was a senior research analyst covering emerging markets and an assistant vice president in new product development for global investment and asset administration at State Street.

Educated in Italy, Cyprus, Jordan, and Zambia, Mr. Chilangwa received his International Baccalaureate from St. Clare's Oxford, UK. He holds both a Bachelor of Arts in Physics and Economics and a Master of Arts in International Finance and Economics from Brandeis University. He is a Chartered Financial Analyst charter holder and a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Committee on Foreign Relations.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

John Stone

Portfolio Manager,
SAI*

John Stone is a portfolio manager with Strategic Advisers, Inc. (SAI)*, responsible for managing U.S. equity exposure for the Fidelity Charitable investment pools and Fidelity® Portfolio Advisory Service model portfolios. He is co-portfolio manager of Strategic Advisers Value Fund, Strategic Advisers Core Fund, and Strategic Advisers Growth Fund.

Since joining Fidelity Investments® in , Mr. Stone has held various roles in the company, including vice president and senior investment analyst for top-down asset allocation studies for institutional clients. In , he moved to Mercer Global Investments where he was a portfolio manager and principal overseeing four U.S. equity sub-advised mutual funds and a member of the Americas Investment Committee. He returned to Fidelity in to take his current role at SAI.

Mr. Stone holds a Bachelor of Science in Quantitative Economics from Tufts University and a Master of Business Administration from Cornell University. He is a Chartered Financial Analyst charter holder.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

Jonathan M. Duggan

Portfolio Manager,
SAI*

Jonathan Duggan is team leader at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.

In this role, Mr. Duggan leads a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area for Fidelity® Wealth Services (FWS) accounts. Additionally, he co-manages the Open Architecture fixed income portfolio, Strategic Advisers Short Duration Bond Fund, Charitable Gift Pooled Income Fund, Charitable Cash Pool, and Charitable Gift U.S. Bond Index Pool.

Before joining Fidelity as a senior research analyst in , Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since

Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder and a member of CFA Society Boston.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

Meet our portfolio managers

Wilfred Chilangwa

Lead Portfolio Manager,
SAI*

Wilfred Chilangwa is a portfolio manager at Strategic Advisers, Inc. (SAI).* Since , Mr. Chilangwa has led the Fidelity Charitable investment effort, responsible for oversight of all Fidelity Charitable investment pools. He also manages the Strategic Advisers International Fund (FILFX), Strategic Advisers International II Fund (FUSIX), Strategic Advisers Emerging Markets Fund (FSAMX), and the international sub-portfolio for the Fidelity® Portfolio Advisory Service model portfolios.

Before joining SAI in , Mr. Chilangwa was a senior research analyst covering emerging markets and an assistant vice president in new product development for global investment and asset administration at State Street.

Educated in Italy, Cyprus, Jordan, and Zambia, Mr. Chilangwa received his International Baccalaureate from St. Clare's Oxford, UK. He holds both a Bachelor of Arts in Physics and Economics and a Master of Arts in International Finance and Economics from Brandeis University. He is a Chartered Financial Analyst charter holder and a member of the CFA Institute, the Boston Security Analysts Society, and the Boston Committee on Foreign Relations.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

John Stone

Portfolio Manager,
SAI*

John Stone is a portfolio manager with Strategic Advisers, Inc. (SAI)*, responsible for managing U.S. equity exposure for the Fidelity Charitable investment pools and Fidelity® Portfolio Advisory Service model portfolios. He is co-portfolio manager of Strategic Advisers Value Fund, Strategic Advisers Core Fund, and Strategic Advisers Growth Fund.

Since joining Fidelity Investments® in , Mr. Stone has held various roles in the company, including vice president and senior investment analyst for top-down asset allocation studies for institutional clients. In , he moved to Mercer Global Investments where he was a portfolio manager and principal overseeing four U.S. equity sub-advised mutual funds and a member of the Americas Investment Committee. He returned to Fidelity in to take his current role at SAI.

Mr. Stone holds a Bachelor of Science in Quantitative Economics from Tufts University and a Master of Business Administration from Cornell University. He is a Chartered Financial Analyst charter holder.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

Jonathan M. Duggan

Portfolio Manager,
SAI*

Jonathan Duggan is team leader at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries.

In this role, Mr. Duggan leads a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area for Fidelity® Wealth Services (FWS) accounts. Additionally, he co-manages the Open Architecture fixed income portfolio, Strategic Advisers Short Duration Bond Fund, Charitable Gift Pooled Income Fund, Charitable Cash Pool, and Charitable Gift U.S. Bond Index Pool.

Before joining Fidelity as a senior research analyst in , Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since

Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder and a member of CFA Society Boston.

* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.

Sours: https://www.fidelitycharitable.org/giving-account/investment-options/clp-management.html

Strategic Advisers Review

What services can Strategic Advisers provide?


As a financial advisory firm, Strategic Advisers can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds).

Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.


Where is Strategic Advisers headquartered? Which states do its financial advisors serve?


Strategic Advisers is headquartered in Boston, MA. Strategic Advisers offers financial advisor services in 52 states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming.


What is the average client balance at Strategic Advisers?


While Strategic Advisers advises clients across a variety of portfolio sizes, the average client balance is currently $, In total, Strategic Advisers manages $,,, in assets.


What is the historical performance of Strategic Advisers?


The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client's personal financial situation.


Can I write a review of Strategic Advisers or file a complaint?


investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form.


Other Firms


Private Client Group Asset Management, John E. Sestina and Company, Triangle Wealth Management, OAK Crest Advisory

Sours: https://investor.com/rias/strategic-advisers
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Strategic Advisers® Fidelity® Intl FUSIX

Large Blend

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Sours: https://markets.ft.com/data/funds/tearsheet/summary?s=FUSIX

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