INVESTMENT MANAGEMENT

A portfolio tailored to meet your goals.

Make your money work for you. Talk with a certified professional to design a portfolio that meets your needs and your goals.

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Personalized Strategy

We’ll work with you to develop a custom investment strategy that fits your life now while moving you toward your goals.

Consultation

Commission Free

We don’t sell investment products. You don’t pay commissions. It’s that simple.

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Special Access

Some of the best funds require a $1 million minimum investment. Not when you work with FMI.

A Better Return.

FMI portfolios beat the market by 9.51% in 2020* — meaning our clients earned 58% greater returns compared to using an index strategy.

 

That’s what we call the FMI Wealth Effect!

GLOBAL INDEX

16.25%

25.76%

2020

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Your Bottom Line, Bigger.

Robo Advisors have grown in popularity because they claim to be a cheaper solution. Taking what the market gives you and no financial advisors means lower fees — but it also means you miss opportunities to make more money.

 

FMI clients, even after all fees, have a bottom line that is 54% greater than the most popular Robo Advisor.

You deserve more than okay. You deserve FMI.

POPULAR ROBO ADVISOR

Your bottom line

15.85%

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Your bottom line

24.46%

Gross Return: 16.25%

Investment Fees: - 0.15%

Advisor Fees: - 0.25%

Gross Return: 25.76%

Investment Fees: - 0.55%

Advisor Fees: - 0.75%

2020

You’re More than a Risk Questionnaire.

Your life can’t be summed up in a risk assessment. You have goals and dreams, a family to consider, and a future to plan.

That’s why we take a holistic approach to our investment management — tailoring your portfolio to your income, tax exposure, asset protection, estate plan, goals, and your dreams.

 

Go beyond a formulaic risk assessment. Get a tailored investment strategy that fits and evolves with your life.

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What you get

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Custom Portfolio

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Tax Savings Strategies

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Contribution Strategies

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FMI Financial Tools

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Market Commentary

Giving you time to enjoy your wealth.

We obsess. You enjoy.

Your relationship team will only consist of certified professionals - CPWA®, CFA®, CAIA®.

Better results. Sooner.

Don’t settle for average. A personalized, efficient strategy will allow you to live life on your terms.

Less analyzing. More fun.

Spend less time analyzing your investments and more time having fun — access your account performance in our convenient online portal.

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Discover your personalized investment strategy.