We Serve

FIA serves the investment advisory needs of institutional clients who have fiduciary responsibility over the investment assets entrusted to them. Our mission at FIA is “to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations.”

We oversee investment programs for corporate and non-profit defined contribution retirement plans, corporate and governmental pension plans, non-profit endowments and foundations and other institutional investment pools. Our clients include corporations of all types, law firms, physicians’ practices, healthcare organizations, colleges & universities, preparatory schools, cultural organizations, community and family foundations, municipalities and captive insurance companies.

Captive Insurance CompaniesCorporationsEducational InstitutionsEndowments & FoundationsFinancial Service institutionsHealthcare OrganizationsLaw & Professional FirmsMunicipalitiesPrivate Clients