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Managing the investments and finances of your business requires continuous oversight and consideration.

Your efforts need to stay focused on your organization’s mission, strategic goals and employees. And while you’re focused on the organization’s vital priorities, the institutional investment team and in-house portfolio management professionals at Fragasso work cohesively to design a plan to keep your investment funds in harmony with these objectives.

What makes Fragasso Financial Advisors different?

All client relationships at Fragasso begin with our codified Client Experience. This process encompasses every aspect of the client relationship – from the initial discovery meeting, to the delivery of the financial analysis, to investment management strategies, performance reporting and ongoing reviews.

As a fiduciary, Fragasso will solidify your portfolio selection and monitoring by establishing an Investment Policy Statement (IPS).

Since Fragasso is primarily fee-based, these services are part of what we do at no additional cost.

guidance iconUnbiased Guidance

Our advisors aren’t motivated by commissions. We take a consultative, advice-driven approach, so you can rest assured that your needs and the needs of your organization come first.

fiduciary responsibility iconFiduciary Responsibility

Fragasso has a fiduciary partnership with your organization and your board, guiding organizations through the development of an investment policy and spending plans built on sustainability and long-term needs. We have an obligation to always act in your best interest.

Focused Investment ManagementFocused Investment Management

Comprehensive investment management is at the core of our service. With the backing of Fragasso’s credentialed in-house team of portfolio management professionals, your portfolio receives the benefit of ongoing management and attention.

Compliance and CommunicationCompliance and Communication

Our clients receive an ongoing review of the investment policy statement and guidelines and spending policy, as well as periodic benchmarking of the portfolio. You stay well-informed about your investment position through customized reporting.

A full service financial partner for your business.

At Fragasso, we have a dedicated team who focuses exclusively on employer-sponsored retirement plans. We deliver comprehensive retirement plan services to assist plan sponsors in working towards their goals and objectives.

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Let’s discuss the specific goals of your business today.

Discover how our array of services and strategies can position you towards your goals.

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