At Financial & Portfolio Advisors, Ltd., our solutions include a complete range of services designed to set you up for future financial success. One of the primary services we offer is investment advisory, or investment management. It is a key component of Asset Accumulation Strategy (AAS), which is a comprehensive service based on demographics.
AAS is an ongoing, continually changing process that requires involvement from both you and us in order to keep your investment portfolios aligned with your goals. This process allows us to actively manage your portfolios and help you get through any economic situation. While we know we cannot anticipate future events when designing your portfolio, we believe valuable insights can be gained through research, such as studying demographics, historic trends, relationships between investment classes and the philosophies behind successful investment managers.
When it comes to developing your portfolio we understand the importance of appropriately allocating investment assets and risk tolerance. F&PA is a fiduciary, and as such, we adhere to the Accredited Investment Fiduciary’s definition of a fiduciary as: “One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client. AIF® expects its professionals to provide only financial planning recommendations (services and/or products) that they reasonably believe to be the best possible options available to their clients.”
For clients that make use of our investment management or financial planning services, we also offer services such as retirement, estate, tax and life insurance planning, and general consultation.