Services: Customized Investment Portfolio and Review
Our investment professionals focus on serving the investment needs of individuals, corporate executives, and business owners.
Our investment professionals are committed to providing every client with the highest degree of professionalism and information. We deliver our investment process and service with reliability, accountability, and integrity.
As a FMIC client, you will receive a customized investment plan. Our investment professionals help you set your own investment goals and objectives and to choose the investments suitable for your situation.
We manage portfolios and service clients by way of a Four Step Investment Process, which strives to maximize returns without incurring undue risk.
FMIC Four Step Process
- Determine your needs, financial goals, and investment objectives through a comprehensive series of questions and data compilation.
- Formulate a customized asset allocation portfolio based on short, intermediate, and long-term investment goals and objectives.
- Select and manage investments.
- Monitor performance through regular portfolio reviews.
Step 4 is important to help your investment portfolio stay the course and achieve your goals. Our investment professionals meet directly with you no less than annually or more frequently, if you prefer. During this meeting, you will review portfolio performance and make any adjustments as necessary.
Are you ready to set up an appointment? Contact us today.