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

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

4/13/2018 12:00:00 AM EDT
a week ago

FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of its free e-book series, "Caring ...

FAI Wealth Management Continues Its Growth Trajectory

FAI Wealth Management Continues Its Growth Trajectory

4/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – March 28, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Zachary Shirilla has joined the ...

Upcoming Events

Upcoming Events

Coffee, Croissants, and Conversations: Don't Be the Weakest of the Herd

Coffee, Croissants, and Conversations: Don't Be the Weakest of the Herd

5/3/2018 8:00:00 AM EDT
Joins us for Coffee, Croissants, and Conversation with Chris Riismandel ...

Coffee, Croissants, and Conversation: Are Your Aging Parents Aging You?

Coffee, Croissants, and Conversation: Are Your Aging Parents Aging You?

5/24/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kim Natovitz ...