(920) 336-0863 info@thefinplangroup.com

Investment Advice and Asset Management

Building a successful financial portfolio

Contact Us

Investment Advice and Asset Management

As a fee-only advisor, FPIS, Inc. uses primarily no-load, no-transaction fee mutual funds and exchange traded index funds (ETF’s).   Investment vehicle selection is important, but so is diversified asset allocation and rebalancing.  FPIS, Inc. reviews portfolios on an ongoing basis and provides recommendations to clients for rebalancing funds among different investment categories within each client’s unique portfolio.  As an independent advisory firm we are not aligned with any broker-dealer or family of mutual funds.  We are free to utilize the best investment vehicles we can find. 
We invest for the long-term with our primary search criteria for investments including low expenses, a long-term track record and a strong reputation among fund families.  We are not market timers and don’t make predictions about short-term market behavior.   Instead we react to market conditions and leave our emotions out of the process by sticking to a disciplined game plan for the long-term.  Put simply, our re-balancing strategy is to buy low, sell high as we return to predetermined targets for investment categories with each re-balancing opportunity.

We have the answers

Contact Us