FAM follows a disciplined, evidence based investment process which carefully weighs: potential risks in the market, your willingness and ability to handle risk, and the expected risk-adjusted return of your portfolio.

Together, we will select the best-fit mix of assets according to our tenets of investing.

Through the financial planning process, we will have uncovered your tolerance for risk, which along with your overall goals and time horizons, we will use as a basis to develop an investment portfolio that works best for you.

After we develop an initial strategy for you, we continually monitor the portfolio and rebalance when necessary based upon your objectives, current economic conditions, tax law changes, and the overall performance.

Portfolio Management