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Our Experience

At Fragasso Financial Advisors, we have decades of experience working with investors like yourself. We can provide investment management and financial planning for you and your family, and we can also design and service company-sponsored retirement plans for business owners. Do you have a stock options plan or a concentrated investment position? We can help evaluate these options and develop a plan tailored to your best interest. Each client has a team consisting of a financial advisor, a financial analyst, a portfolio manager and an administrative specialist. Your team is focused on keeping your goals on track with continued analysis, controls and on-going review of your portfolio, all centrally managed by our in-house, credentialed portfolio management department.

Many of our financial advisors have met extensive training and experience requirements having obtained the Certified Financial PlannerTM (CFP®) certification and the Certified Private Wealth Advisor® (CPWA®) certification. Furthermore, members our portfolio management team are Chartered Financial Analyst (CFA) Charterholders, which exemplifies a deep understanding of advanced investment analysis and real-world portfolio management skills. Many of these certifications require ongoing annual continuing education credits. You can rest assured our professionals are applying timely, industry-best strategies when it comes to your holistic financial plan.

Communication

The lines of communication are open. We keep things simple, so you understand exactly where you are tracking with your goals. You will receive regular communication from the firm, your advisor and our portfolio management team.

The Client Experience

Fragasso has a codified and uniformly applied client experience, which assures a quality application of resources on behalf of all clients. We will uncover your unique goals and what might be getting in the way. We’ll consider key factors like your risk tolerance, time horizon, tax circumstances and investment preferences.

Through the client experience, the Dynamic Wealth Plan is developed. This plan includes the totality of the client’s financial and emotional needs.

Investment Philosophy

With no proprietary products, Fragasso has the freedom to construct portfolios with low-cost investments that are in your best interest. Our dedicated staff will manage your investment strategy and ensure that it is implemented in a cost-effective, timely fashion.

Portfolios are monitored and rebalanced quarterly to ensure that your portfolio is aligned with your risk and return objectives through the ups and downs of market cycles.

Our portfolios are diversified within and across many asset classes, utilizing a mix of passive and active investments. We believe a well-diversified portfolio held throughout a full economic cycle can help reduce risk from overexposure to a particular security or market segment. Are you interested in more information on portfolio management? Click here.