What Makes Us Different?
Dynamic Asset Management
We believe that investors fare better when their assets are managed dynamically rather than having a fixed or static asset allocation. We monitor and analyze the state of the market in order to help investors be aggressive when the probability of a market advance is high, and defensive when a market decline is more probable.
Customized 401(k) Asset Management
You’ve funded your 401(k) with hard-earned dollars, intending to live comfortably in retirement. Accordingly, you should seek to maximize the return of your investments to reach this goal. We are different from other firms in that we specialize in the management of an individual’s 401(k) assets. Your 401(k) is typically the largest retirement savings vehicle you own, but these funds are rarely optimized. Many times 401(k) account owners select a default option that they can set and forget. This can lead to large losses when the market goes down, which must be avoided to optimize returns.
We have the tools to help increase the performance of your employer-sponsored retirement plan and help you with your retirement planning needs.
Complimentary Risk Tolerance Profile and Portfolio Analysis
As long as you have a portfolio totaling $100,000 or more, you can avail yourself of this service. We utilize Riskalyze, a unique software tool, to analyze your risk tolerance which is represented by a numerical score. We then compare your risk score to the risk score of your current portfolio to help you understand whether they match or are not in sync.
You are always our first priority. As a fiduciary, FXP Advisory Services is dedicated to only act in the best interest of each and every client. In this way, the practice is completely personal. We provide customized services to meet your needs and plan for your financial success.