Broker Check

What Makes FAC Different


 At FAC, we develop innovative strategies that enable our clients to make the most of prevailing market conditions. We streamline and customize our processes to ensure our clients keep more of their money and give less to taxes and fees. Our independent custodian, Folio Institutional, not only charges a low-cost flat fee, but also makes it possible for our clients to hold individual assets directly. Thus investment decisions and tax-treatments can be made on a case-by-case basis.


As a Registered Investment Advisor and true fiduciary, we want our clients to know exactly what we are doing with their money, why we are doing it -- and what our services are costing them. Through Folio Institutional, our clients have direct, real-time access to all their investments. We disclose all fees and publish quarterly performance reports. We hold ourselves utterly accountable for managing our clients investments in a way that will best serve their financial interests.


Giving our clients direct ownership of their assets (as opposed to bundling them in a fund or product) helps FAC maintain the kind of true fiduciary relationship all investors should demand from their management firm. It eliminates the cost associated with typical Wall Street transactions that involve third-party management. And it empowers us to track and customize each client’s investments, as well as harvest individual losses for tax purposes.