Experience
FSI was founded in 1986, and we have been in continuous operation since then, through bull markets and bear markets, recessions and recoveries. Over the years, we have worked one-on-one with hundreds of people like you and families like yours, providing objective, unbiased financial advice on the vast wilderness of available financial products.
The cornerstones of our success are time, patience, and strict discipline. Over the years we have created a successful, proprietary approach to the design and ongoing management of client portfolios. Our goals are twofold and simple:
- Protect the purchasing power of our clients' assets on an inflation adjusted basis.
- Maximize portfolio returns consistent with prudent levels of risk.
Our particular expertise is with those who are retired or near retirement, but we also have extensive experience with individuals of all ages and circumstances, with small-business owners and corporate employees.