Investment Management

Investment Philosophy

We believe it is important to take emotions out of the investment process. Our evidence-based approach to investing weighs the potential risks in the market as well as your own risk tolerance, goals, and timeline. Based on our discovery meetings throughout our planning process, we will select an asset allocation that works best for you.

We will also help you to understand your behaviors and existing biases that may impact your investment philosophies and work with you to build healthier habits.

Investment Reviews

FAM’s portfolio models consist of low cost, tax efficient Exchange Traded Funds (ETF’s) and mutual funds.  As the market, tax laws, and your needs change, we will rebalance as needed so your portfolio continues to align with your goals. We will also continually monitor and review the performance to make sure you’re on track to reach your goals.