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Successfully managing your money in today’s environment is complicated and time-consuming. You are confronted by a myriad of choices and decisions. In just over a decade, the number of mutual funds available to individual investors has increased ten-fold, and now outnumbers stocks listed on the NYSE.

 

 

Just watch television, read the newspapers and magazines. Journalists offer advice to the masses, as if every investor were the same. Your choices are incredible. And so are some of the claims.

 

It is a proven fact that ‘get rich quick’ strategies simply do not work. Many “do it yourselfers” assume that they can become an investment expert overnight. It is difficult to become proficient in all areas of investments. It takes adequate resources, time, experience and the education to become as proficient as you need to be. Can you afford to make the costly mistakes associated with ‘self-investing’?

 

Financial & Investment Management Advisors can help you sort through your options and make clear, well-informed decisions. By assessing your personal goals, risk tolerance profile and time horizon, we give you the advantage of a customized, diversified investment portfolio, managed by an award winning formula called "Asset Allocation".

 

As we enter the 21st century, your Investment challenge will only increase. The Financial Manager involves choosing the right combination of mutual funds and investment managers to produce more consistent returns, in a portfolio designed to control or minimize risk. Balancing investments among stock, bond and money market funds or financial institution managed accounts will enable you to enjoy the more stable performance that long-term investors seek.

 

At Financial & Investment Management Advisors, we believe in taking a deliberate approach to investing, rather than trying to time short-term market swings, a method that makes achieving consistent results difficult. We work to identify the investment managers most likely to achieve above-average performance, then balance your portfolio to diversify among the various market sectors.

 

(Diversification does not assure against market loss.)

 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.orgInvestment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Last modified: May 01, 2008