Faith Investor Services (FIS) has the joy of collaborating with financial advisors in several states.  We serve as an SMA portfolio manager on behalf of those advisors and their clients. Often, we manage the core of the client’s portfolio since we bring global investment management across stock, bond and cash asset classes. We are somewhat unique in that we are a custom manager – we do not force clients to bring us cash portfolios. Working with the client’s financial advisor, we craft a transition plan that considers the client’s goals, risk tolerance, concentrated and low-basis positions and we incorporate all of that into the new portfolio we build and manage.

Along with the flexibility of being a custom manager, we also employ a Growth-At-A-Reasonable-Price or (GARP) equity strategy. Employing this discipline across global stocks creates additional flexibility in that we can favor growth or value stocks depending on market cycles and the risk/reward tradeoffs through time.

If you are a financial advisor and would like to learn more, please reach out to us at faithinvestorservices.com/contact.