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's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/9/2019 12:00:00 AM EDT
a week ago

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn ...

Executive Women Burnout: Tips for Finding Serenity and Meaning

Executive Women Burnout: Tips for Finding Serenity and Meaning

9/3/2019 12:00:00 AM EDT
a week ago

“My day began at 4:30 AM. I went to the gym, had some coffee and drove to the airport for a meeting in Atlanta ...

Upcoming Events

Upcoming Events

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...