FIA has been providing investment consulting services since our inception in 2006.

Prior to FIA’s formation, our core consulting team worked together for nearly two decades. We customize our solutions to meet the unique needs and requests of each of our clients. When first engaged with a client, we undertake a thorough diagnostic to review all aspects of their program. We strive to identify all areas of opportunity and potential concern. The diagnostic process concludes with FIA’s specific recommendations and action steps.