Financial Service Institutions

FIA works closely with a variety of financial service institutions in support of their investment and operational practices. Leveraging FIA’s services allows these organizations to spend more time servicing their existing client relationships and expand their business. We look to serve as a partner and investment resource for these organizations, providing detailed investment research, sophisticated asset allocation strategies, and timely information on capital markets and financial trends. Our customized service solution is designed to address the unique needs and expectations of each client.

The core components and benefits of our work include:

  • Manager Identification and Access – The experience and depth of our manager research team along with our investment due diligence process can serve as a differentiator for financial institutions, given our ability to discover unique investment strategies and institutional quality managers. In addition, FIA can leverage our institutional relationships and market expertise to negotiate fees and access strategies that otherwise may not be available.
  • Asset Allocation and Portfolio Construction – We offer guidance on asset allocation and portfolio construction, including modeling risk/return expectations based on our forward looking market assumptionsandframing dedicated risk based allocation models, or also constructing and monitoring specific model portfolios.
  • Capital Markets Guidance – We provide timely market updates and other collateral to help our clients better communicate their investment expertise to clients and prospects.
  • Customized Service Model – We truly partner with our financial service clients through frequent calls, in-person review meetings, and aiding with operational and back office support. Our approach is flexible, and we are able to tailor solutions to best meet an institution and its clients’ needs.