Investment management

Goal-Based 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.

Monitor your investments anytime, anywhere


When you engage FAS to manage your portfolio you will have direct access to your lead adviser and other members of your advisory team. Call them with questions, ideas, or as your life and goals change.


Between conversations log in to our Client Portal or Wealth Management program for access to your portfolio or financial plan information. Within the portal you may access hard copies or your consolidated quarterly investment reports and financial documents.

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