Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
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Our firm has decades of experience in writing investment policies, creating retirement plans and financing the taxable and tax-exempt needs of our institutional clients.
FAFA was founded in 1985 based on the premise that putting our clients before ourselves or our firm was a better way of doing business than just charging them commissions. That guidance has led us to nearly 30 years of service to our institutional clients without any regulatory problems.
We provide our clients with expertise in certain financial fields: money management; debt issuance; institutional financial planning. We do not pretend we know all of the issues before our clients and will not take on an issue without knowing first that we can deliver a superior product or result.
Our financial advisory team has 55 years of combined experience in the investment and financial advisory industry. Their wealth of knowledge in the retirement plan, institutional money management and debt issuance fields has provided clients around the United States with service and attention not delivered by the “big Box” firms.