Institutional

INSTITUTIONAL INVESTMENT SOLUTIONS

“As the old saying goes, what wise men do in the beginning, fools do in the end.” – Warren Buffett, Chairman & CEO of Berkshire Hathaway

“You must have long-range goals to keep you from being frustrated by short-range failures.” – Charles C. Noble

Institutional boards and investment committees face the challenge of being responsible for other people’s investments. In some cases, that fiduciary responsibility is taken on with very little investment knowledge or experience. At FSA, we strive to see that these boards and investment committees are confident and comfortable with the recommendations that we make and that the recommendations are the right choice to meet their needs.

FSA Investment Group (FSA) offers fully customized investment solutions for Institutions, with an emphasis on client education. Our experience as an advisor to Native American Tribes has provided an emphasis on not just managing money, but striving for better trained investment committees. Better trained investment committees become less susceptible to the behavioral finance errors that many committees or boards make.

Our firm offers the following services:

• Discretionary Portfolio Management, Monitoring, & Reporting
• Investment Consulting Services
• Investment Policy Statement Design
• Asset Allocation & Portfolio Design
• Manager Due Diligence, Selection and Monitoring
• Hedging & Diversification Strategies
• Back-Office Solutions
• Education & Training