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).