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Ready for growth

When developing our portfolios our experienced team of investors look to growth as the guide. Our strategies and investment selections are objective-based. With an extensive library to choose from, our investment options are custom-tailored to help individual’s reach their financial goals.

Instituional

Quality matters

We offer institutional-quality investments in the retail space. Meaning your clients get high-quality investment options without the burocracy and expenses of a large institution.

Putting it all together

Mosaic theory

FIA's investment team is constantly looking to Wall Street and beyond to understand what is happening in the market, as a whole. With diverse backgrounds and connections throughout the industry, our team takes perspectives and aggregates them to make smarter investment decisions.

BETTER protection

Risk-Managed Approach

Risk is inevitable, but not all risk is equal. We built our portfolios not only to be diverse in assets, but to be diverse in risk. This means smarter investments for your clients. Plus, we offer a variety of options in our portfolio series to match the right risk tolerance to your client's goals.

Designed

Model Portfolios as Solutions

We have a diverse selection of portfolios offered through our advisors. Our portfolios follow passive, strategic, and tactical methodology while offering customized risk-tolerant options within each portfolio.

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Market Commentary
Get insight into what is happen in the market.
Read the Market Commentary
Our Executive Team
Diverse experience means smarter investments.
Our executive team

Find an Advisor

Looking for a fiduciary financial advisor who seeks to help you achieve your financial goals? Connect with a local advisor who has your best interests in mind.