What We Do

At FARO, we exhaustively evaluate client needs and risk tolerance while offering insightful 
investment management and financial services to the following:

  • High net worth individuals and families
  • IRA, pension, profit sharing, 401(k) and other retirement plan participants
  • Public and private charitable foundations and school endowments
  • Corporations, partnerships and other business entities

Services

Our clients have the option to choose from one or more of the following services:

  • Discretionary Portfolio Management
  • FARO Fixed Model
  • Short to intermediate term multi-sector, investment grade bonds.
  • FARO Conservative Model
  • Mixed global asset portfolio with a normal risk target allocation of 30% equities, 70% bonds and cash.
  • FARO Flexible Model
  • Mixed global asset balanced portfolio with capped equity exposure at 55% and minimum exposure of 30%.
  • FARO Moderate Model
  • Mixed global asset balanced portfolio with a normal risk target allocation of 60% stocks, 40% bonds and cash.
  • FARO Aggressive Model
  • Global, predominantly stock portfolio with normal risk allocation at 75%.
  • FARO Balanced Growth
  • Mixed global asset portfolio of mutual funds with a normal risk target allocation of 60% stocks, 40% bonds. 
 Used for accounts under $100,000.
  • Brokerage services and tactical portfolio management
  • Securities based lending
  • Portfolio evaluation including performance reporting and risk evaluation
  • International client services

© FARO Investment Management 2014. Securities offered through Kovack Securities, Inc. Member FINRA and SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. 954.782.4771. Advisory Services offered through Kovack Advisors, Inc.. FARO Investment Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.