Broker Check

Investment Advisory Services

The advisors at FMA offer investment advisory services to our clients. Investment portfolios are allocated across various asset classifications using wealth management principles, including modern portfolio theory. Portfolios are designed to match each client’s goals, risk and volatility tolerance and time horizons. Each client completes a questionnaire to assist in determining the optimum portfolio. Portfolios are designed for long-term objectives and consistent performance. Near-term fluctuations in the stock market, generally, do not impact our investment process.