Investment management

At FAS your goals guide our efforts including investment strategies.  During a series of conversations and meetings we gain an understanding of your financial goals, your comfort level with market risk, and overall investment experience.  Armed with that knowledge we develop an appropriate investment strategy to help achieve your goals.  The composition of your portfolio will be developed by one of our  professionals, void of proprietary products, conflict or marketing relationships.  We choose from the universe of investments; not a ‘buy list’ or ‘recommended list.’  The end result is a portfolio constructed for you which will be free of sales restrictions or bias.  We do not earn commissions based upon portfolio holdings.  We will monitor your portfolio attentively.  As the market or your goals change, we may make changes to your portfolio and/or your investment plan.