Investment Expertise

As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your firm and your employees. Our investment process includes:

Investment Policy Statement

We assist you in developing an Investment Policy Statement (IPS) that sets guidelines for making investment decisions.

Investment Selection

It's important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process.

Continual Monitoring

We conduct periodic investment reviews to check that performance and expenses remain consistent with plan objectives. 

Contact Us

Financial Management Associates, LLC
510 Turnpike Street, Suite 203
North Andover, MA 01845-5822
Phone: 978-687-2867
Fax: 978-975-1948
E-Mail: apkcap@comcast.net

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