Fragasso’s in-house portfolio management team is completely focused on our clients’ needs. We tailor each portfolio to your unique financial situation and your risk tolerance as determined by a consultation with our advisors. Our team of investment professionals constantly monitors market conditions, economic developments, and asset performance to ensure that your portfolio is performing in line with goals and conforms to industry best practices. We also keep abreast of new products and opportunities from a wide variety of outside providers to make certain that our clients have access to best-of-breed solutions.
We value communication with our clients. We provide regular market commentary through blogs, emails, videos, and events—in addition to contributing to The Advisor magazine. Because our portfolio management team works so closely with your financial advisor, our clients can be sure that your team will be responsive and informed with respect to any of your questions or concerns.
The Fragasso Financial Advisors’ portfolio management department is an experienced, collaborative, independent team of professionals who work with our advisors and clients to meet our clients’ goals.