INVESTMENT SERVICES - Investment Philosophy
Financial Security Advisors offers asset management services designed for individuals who have successfully accumulated financial assets as well as those with as little as $50,000 to invest. FSA management services encompass retirement accounts, individual or joint accounts, corporate accounts, trust accounts, foundation funds and more.
Our goal is protect your principal and grow your portfolio. We provide:
1. Management of financial assets to assist entities, individuals and their families to build the financial security they need to fulfill their life goals.
FSA investment strategies have been developed and successfully implemented over the past 20+ years and have an established track record of performance and safety.
2. Assistance in establishing appropriate retirement programs for non-profit organizations such as churches and for individuals who provide ministerial services to congregations.
FSA founder Morris Vickers earned his Doctor of Ministry degree for the study project “Developing Materials to Enable Ministers to Evaluate their Retirement Program Alternatives.”
3. Financial mentoring to help individuals and organizations make better financial decisions by understanding what drives their decisions and how to achieve a better frame of financial reference.
Investment strategies available to our clients include:
Timeless Strategy: The core of our investment program, FSA's Timeless Strategy is designed to position client assets in equities during rising markets and preserve equity when markets enter a down trend.
Timeless Balance: This is a classic asset allocation approach to investing based on Modern Portfolio Theory that remains 100% invested at all times. Your portfolio of FSA selected mutual funds is designed to meet your risk profile and return objectives and is rebalanced periodically to maintain the correct balance of asset classes.
Timeless Leaders: This program is designed for individuals and organizations with less than $50,000 in investment assets. Timeless Leaders is designed to create a portfolio of quality mutual funds with a growth objective while minimizing management fees to improve portfolio performance.
Faithful Stewards: At FSA, We have partnered with an investment management company that uses a process to allow investors to avoid owning securities in companies that profit from businesses at odds with values consistent with a Christian lifestyle. This includes mutual funds and individual equities. This relationship allows FSA to apply its management systems to investment options suitable for individuals interested in applying the principles of their faith to their investments.