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

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 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

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...