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

How Volatility Takes Away Your Financial Freedom

How Volatility Takes Away Your Financial Freedom

1/14/2019 12:00:00 AM EST
3 days ago

This is not an article about risk tolerance, or how comfortable you are with market volatility. 

That concept is very important, because many financial decisions ...

FAI's 4th Quarter Investment Review

FAI's 4th Quarter Investment Review

1/14/2019 12:00:00 AM EST
3 days ago

Beginning in 2019, Curt Gross, Chief of Investments, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

1/31/2019 11:00:00 AM EST
Curt Gross, FAI's Chief Investment Officer, will be going ...

President's Day: Office Closed

President's Day: Office Closed

2/18/2019 12:00:00 AM EST
FAI's Office is closed due to President's Day.