We value long-term client relationships and honest, clear communication. Our clients count on us to provide guidance, continuity, and a sense of information security throughout their entire investment life. They trust that we will look out for them, and when necessary, we will help bring together highly qualified tax and legal advisors to complete their wealth management team.
We begin each client relationship with a policy meeting, assessing many important factors, such as cash flow needs, risk tolerance, tax implications, and investment goals. Once we have a complete understanding of the client’s unique needs, we design and implement an investment plan.
After the initial implementation of the portfolio investment plan, FMA continues to work actively in accordance with our clients’ interests. We conduct periodic portfolio reviews and maintain ongoing personal communication, keeping each client informed and involved.
Our pledge is to always be accessible and to provide loyal personal service. We know that our clients value being able to speak to a professional advisor who is familiar with their account. We also invite our clients to ask questions, express concerns, or share financial developments that occur. As our clients’ situations or objectives change, we may recommend alterations in the investment plan to maximize investment performance.
Clients receive a clearing firm confirmation of each portfolio transaction and monthly portfolio statements, as well as year-end tax reporting. Our website clients can easily and securely view their accounts online. We also publish a quarterly newsletter to share pertinent information with clients ranging from market conditions to new tax requirements. We also publish a quarterly newsletter, titled Thrive, to share pertinent information with clients ranging from market conditions to new tax requirements. Click here to read our latest issue and to sign up for our insights.