The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their retirement years, we are here to support, educate and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, it may be easy to lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
FIT Strategic Advisors offers ongoing portfolio management services based on your current circumstances, needs and wants regarding income, tax levels, individual goals, objectives, time horizon, risk tolerance and liquidity requirements. Based on this information, we create an Investment Policy Statement for you and then construct a plan to aid in the selection of a portfolio that matches your specific situation.