Broker Check

Our Philosophy

Client Centered

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.

We select and manage investments for each client’s portfolio based on the following factors:

  • Suitability for attributes such as growth, risk of capital, income generation, liquidity and tax considerations.

  • Asset selection and allocation aligned with Investment Policy Statement and suitability considerations.

  • Reduce portfolio volatility related to broad equity market by including reduced Beta investments as a portion of the portfolio investment mix.

  • Generate portfolio income with investments reasonably believed to sustain and grow payouts of interest and dividends.  As appropriate, utilize covered call strategies to generate portfolio income.

  • Regular portfolio monitoring to monitor needs for changes in portfolio investments.

  • Include alternative investment vehicles for appropriate clients only after having client discussions that include product education, risks & benefits, liquidity limitations, tax considerations, suitability and full disclosure.

Our Active Investment Strategies are Designed to Buffer Downside Volatility While Allowing Room for Upside Growth

LET US HELP YOU DESIGN YOUR FINANCIAL STRATEGY

Schedule a Complimentary Consultation

Have a Question?

Thank you!
Oops!