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Fund Advisors of America was founded in 1993 with the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security as you work towards financial independence.

The Fund Advisors of America Approach

We begin by understanding your financial goals and create a suitable plan designed to achieve them which is a task many individuals are no longer willing or able to successfully do on their own. The time necessary to accurately assess market conditions, weight risk and reward relationships may be best accomplished with the help of a professional investment advisor. Some of the valuable benefits we provide to clients include:

  • Professional Management
  • Retirement Planning
  • Asset Allocation Strategies
  • Running Trailing Stops
  • Reporting

Managed Account Services

Fund Advisors of America is a full-service investment advisor specializing in portfolio management and tax–deferred investments. We understand that there is often a built-in conflict of interest in the traditional broker/client relationship. Our Managed Account Services was created to provide personal portfolio management designed to help meet your individual needs. To help achieve this goal Fund Advisors of America continually monitors and evaluates fixed income and equity based investments including stocks, bonds, mutual and exchanged traded funds. Our compensation is based solely on a small percentage of the assets under management. Fund Advisors of America does not charge commissions or share in any transaction fees. Therefore, all investments placed on your behalf are truly unbiased and performance driven. This structure ensures that we always act in your best interest.

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