Balanced Investing

We utilize a diverse range of investment and insurance products to help clients achieve their financial goals. Always putting client interests first, we conduct our business in accordance with the highest standards of quality, absolute integrity and courteous service. In managing our clients' financial assets, we strive to deliver outstanding investment performance consistent with lowest fair and reasonable costs.

 

The FMA Difference

1. Independence – access to extensive products and research, but without investment banking and proprietary product conflicts.

2. Integrated view of building wealth – investment portfolios, insurance, employee benefits, and personal assets.

3. Personalized account management – in-depth client knowledge, custom investment programs, tax integration, and periodic client conferences.

4. Diverse variety of investment vehicles – stocks, bonds, covered call options, exchange-traded funds (ETF), mutual funds, and insurance products.

5. Service orientation – cash management, tax reporting, retirement plan distributions, estate valuations, and gifting programs.