- Personal relationship to understand your practice, clients, and communication preferences
- We support advisors in discussions with prospective clients to earn new business
- FIS serves as your Outsourced Investment Team
- If you want our participation, we are a client resource for account reviews
- Investor Education tools
FIS helps the advisors who collaborate with us to grow their business. We also help advisors and their clients through being careful, knowledgeable stewards.
Your funds are entrusted to a firm that actively manages for both return and risk across changing market cycles. We are a global GARP (Growth-At-A-Reasonable Price) manager.
We are not perfect though we work hard to be disciplined and to keep mistakes small.
We embrace the obligations that derive from serving as fiduciaries. A couple of key elements of our approach to SMAs:
- Global
- Multi-asset class
- Custom portfolio management
- At FIS, we exclusively serve advisors seeking Biblically Responsible Investments.
We favor high-quality companies, which we define as those with competitive advantages in their markets and a history of strong financial & operational performance.
In addition, we look for individual securities that show consistent earnings growth, while being good values relative to their peers.
Our philosophy is to utilize broad global ETFs like PRAY or to select individual securities while utilizing ETFs in support of areas we believe benefit from additional diversification. We also utilize ETFs when low liquidity is present in smaller markets around the world.
We invest in both growth and value securities – shifting when appropriate – to navigate financial markets through time and cycles. FIS’s investment strategy can embrace both active and passive management.
Our portfolios are mindfully crafted for five different investment objectives (Investment Policy Statements). Through time, your objectives may change, and our approach may too.
To learn more about our investment philosophy and process, visit our Investment Management page.
We manage accounts at a variety of custodians and TAMPs. We use a consistent process and you can access CIP to manage:
- BRI Global Core with individual stocks
- BRI ETF strategies
- Unitized Model Portfolios (UMPs) for 401(k) and Cash Balance Plans