Who We Serve

You do what you do best. We do the rest.

As a trusted financial professional your expertise guides the customer in all aspects of financial decision-making. You are core to that experience. When necessary, you bring in other experts.

HOW YOU RULE

You keep the house from falling down. Because of this great responsibility your clients trust your opinion in all areas of their financial life. Your ability to communicate, empathize and educate is critical to your success with winning prospects and inspiring existing clients. As JFK famously said, “you know the economic pulse of the country; you insure the future; you are respected and you are a friend”.

WHY YOU NEED US

You’ve gathered AUM or want to keep the opportunities on the table, but it’s no secret insurance agencies offer limiting investment platforms. There’s no reason your business can’t soar while staying right where you are. Beyond state-of-the-art portfolio analysis, FAM offers investment strategies that are simply not available to most insurance advisors. All of which is wrapped in a fully compliant approach and leaves you with one less thing to worry about.

HOW YOU RULE

You run a conflict free business focused solely on doing what is best for the client. Your team of advisors represents your brand in understanding, communicating, empathizing and educating your client base. A goal without plan is just a wish – you make the plan happen.

WHY YOU NEED US

Execution and scale are the conflicting necessities in growing a successful RIA business. Multi-tasking is an inherent necessity pulling focus from your core expertise, those items you do best. Allowing us to execute on our core expertise, asset management, provides you the ability to focus and scale your business as a whole.

HOW YOU RULE

Your clients choose you for your loyalty to them over institutions. You have perfected the art of listening to understand – not to solely respond. Your ability to communicate, empathize and educate is critical to your success with winning prospects and inspiring existing clients. People are drawn to your approach and trust your lead implicitly.

WHY YOU NEED US

If you’re upholding an independent approach your investment platform should reflect that philosophy, but the noise outside of your client connections makes it difficult for you to hear clearly. Multitasking is a myth that costs more than you think. We absorb the sounds from portfolio analysis to compliance operations so that you can keep focus on the conversations and tasks that truly fuel your business.

HOW YOU RULE

You are arguably the most trusted voice in a financial household. Your commitment during tax time and support throughout the entire year, is more than just a luxury, it’s a necessity. Your attention to detail and work ethic afford your clients the lifestyle they live – you’re irreplaceable.

WHY YOU NEED US

Your expertise is unmatched. Having your clients’ trust makes you their “go-to” for all things financial…including investment advice (it’s no wonder financial professionals seek to be in your Rolodex). Leveraging FAM allows you to remain the trusted voice on taxes while expanding the scope of your practice to include full service asset management, further enhancing your clients’ reliance on your brand.

What Our Partnership Looks Like

Our team integrates with yours to build and execute the vision you seek for your business and your clients. We are proactive experts who work behind the scenes but don’t take up your back office space. We provide the numbered blueprints, the technical tools and the oversight; you show up to the client meeting relaxed, confident and with a brilliant plan.

Where We Win

We are a team of humans working as your left-brain and we are bespoke from the ground up. We do not believe in turnkey solutions, but in consistency in analyzing opportunities from every angle. We are not a tech solution to plug into your investment process. We ARE your investment process and you are the Lead Orchestrator.

Don't be an oxymoron

If you’re an expert brain surgeon, you’re not leading the New York Philharmonic. You can’t be a broad-spectrum expert. It’s just that simple. If you don’t already have a CIO you need one.