FIA is an independent, third-party, and fee-only investment advisory firm serving fiduciary clients, including pension, defined contribution retirement plans, endowments and foundations. High touch service is their hallmark. They take time to understand the unique circumstances of their clients and provide each one with unique solutions. They are tirelessly committed to making the service experience as satisfying as the investment program.
FIA’s mission is to provide customized investment consulting services to assist clients in achieving their investment objectives, while fulfilling their fiduciary obligations. Their disciplined, pro-active approach results in superior risk-adjusted performance and confidence that the university’s fiduciary obligations are being met.
The professional staff has worked together for many years providing investment consulting services to fiduciary clients. Their knowledge and experience is combined with appropriate advanced degrees and credentials.