Four Steps to Strategic Investing

Financial Links

The FSM Investment Committee

  • An advisory team with collective experience exceeding 100 years in the investment industry.

  • Have monthly meetings to re-evaluate model portfolios.

  • Is focused on keeping current with market events & improving advisor education.

  • Maintains strict criteria highlighting return in relationship to risk, internal cost and manager tenure.

Four Steps to Strategic Investing

Financial Planning 

 

Our  Approach To Diversified Investing