The world has changed and so has the world of investing. Some advisors approach investing the old way — focusing only on growth.

FAI Investment Process

At FAI, we approach investing differently.

We certainly work to increase the value of your portfolio, but we don’t focus on growth alone. Sure, it’s great when the market is up, but when it goes down — and it will — we make sure your portfolio is truly diversified.

True diversification is maintained by focusing on the R.I.G.H.T.® Asset Allocation:

  • Reserves
  • Income Securities
  • Growth Opportunities
  • Hard Assets
  • Tactical Investments
FAI's RIGHT Asset Allocation Process Infographic

If you would like to discuss your needs regarding Investment Management, please scroll down to complete our brief initial inquiry form and one of our senior advisors will contact you. Or if you prefer, feel free to call us at 410-715-9200. We look forward to speaking with you!

Recent News

Recent News

The Importance of Advance Healthcare Directives and How to Discuss Them

The Importance of Advance Healthcare Directives and How to Discuss Them

11/7/2018 12:00:00 AM EST
2 weeks ago
 

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook ...

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

11/7/2018 12:00:00 AM EST
2 weeks ago

When you hear the word “prenup,” what comes to mind? If you’re like many people, you might picture a wealthy older man about to ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/22/2018 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2018 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...