Experience is the best teacher.
We’ve spent over three decades growing wiser.

FSA's philosophy is to consistently hit “singles” rather than the occasional “home run.” While both batters may get to move around the bases, the hitter swinging for the home run is more likely to strike out. Strikeouts devastate portfolio returns.

The first rule of investing: Don't lose money. Making money comes second.
There are always opportunities to make money.

Financial Services Advisory believes successful investing requires more than passively watching your investments—it requires active, disciplined management. Our strategy is to remain invested during attractive market periods, but move defensively to money market funds and/or utilize inverse funds when price trends reverse. We designed our investment discipline for the patient investor who desires professional management and seeks to participate in the long-term returns from the stock and bond markets, with reduced market volatility.

FSA believes successful investing is dependent upon two factors:

  1. The FSA Safety Net®: Our exit strategy
  2. Follow the Money: Being properly invested during rising markets

Why Mutual Funds and Exchange-Traded Funds?

Given the inherent risk and volatility from investing in individual securities, FSA uses pooled investment vehicles, such as open-end mutual funds and exchange-traded funds (ETFs). In addition, mutual funds and ETFs give us access to securities that are not readily available in other structures—commodities, inverse funds, leveraged funds, etc. This variety gives us many tools to take advantage of whatever opportunities are available. We will use both actively managed funds as well as index funds if we are just looking for exposure to a particular asset class or sector.

Please note: Past performance does not guarantee future results. There are always risks involved with investing, including the loss of principal.