FIL Investment Advisors

Overview

FIL Investment Advisors is a corporate investment manager that has operated as a registered adviser since the mid-1980s and focuses on institutional mandates. The firm functions as a capital allocator and concentrates on portfolio management for investment companies and pooled investment vehicles, while also acting as a selector of other advisers. Its client base is small and institutionally oriented, and its fees are charged primarily as a percentage of assets under management with additional fee arrangements as needed. Investment activity is skewed toward publicly traded equities and exchange-traded products as the firm’s primary liquid exposure, but FIL Investment Advisors also allocates to alternative real estate strategies through third-party managers. The adviser is not positioned as an active ESG investor and does not report a broad multi-state retail advisory footprint; its operations and product set are structured around institutional portfolios and pooled structures rather than mass-market advisory accounts.

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Public Holdings

Investments & Alternatives

Location & Offices