Investment Management

Every day, you’re probably engaging in small, subconscious acts of investment management. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.

But have you been investing time into planning your investments?

It’s been said that you reap what you sow. And when it comes to enjoying your investments, truer words have never been spoken. Even if you don’t have thousands of dollars to invest, simply taking the time to choose where to park your money can be rewarding.

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Our Investment Management Process

FIAI offers portfolio management services to investors, using model asset allocation portfolios. Each model portfolio is designed to meet a particular investment objective. Our asset allocation program is designed to ensure that each client receives individualized treatment and that each client’s portfolio is managed in accordance with their financial situation, investment objectives and risk tolerance.

Book a meeting with one of our professionals to learn more about our investment management strategies.

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Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.


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