INDIVIDUALS

Investment Management

To give you time for the more important things in life

A customized strategy built with your goals in mind

Build your wealth and have time to enjoy it

Get on the path toward better results that compound over time

Processes instill confidence in your strategy

Our investment philosophy: 

Stick to the fundamentals.

 

1. Focus on what you can control effectively.

2. Manage the risks that fundamentally drive long-term returns.

3. Consider both active and passive management.

4. Don’t chase performance in managers or asset classes.

5. Keep fees and taxes low, but put them in context.

6. Above all else: Stick to your plan.

FMI'S MODEL PORTFOLIOS

Based on your individual risk tolerance

CONSERVATIVE
MODERATE
AGGRESSIVE

​Commission-Free Stock and ETF Trading

Emphasis on Tax-Efficiency

Domestic and International Market Exposure

Access to Institutional Grade Investments

What's Included:

Weekly Market Commentary

FMI Financial Tools

Customized diversifed portfolio

Advanced tax savings strategies

Automated contribution strategies

AVAILABLE BY REQUEST:

Budgeting Support

Debt Management Strategies

Tax Optimization

Portfolio Evaluation

Insurance Assessment

Estate Planning Review

Legacy & Succession Planning

MORE SERVICES
Financial Planning

Save time and money by making the right decision the first time

High-touch, proactive service to make sure everything is working together

Business Programs

Manage the financial health of your business and your employees

Let’s talk about your best opportunities

Schedule an intro call so we can learn more about each other and assess your financial situation.

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