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