Financial Analysts

Financial Analysts is a growing investment management firm serving the investment and insurance needs of individual and institutional clients. As our firm has developed over the years, one thing has remained the same: the continued drive to provide our clients with our very best investment ideas. The Financial Analysts team is committed to creating intelligent portfolio design with meaningful levels of diversification. With over 40 years in the financial services industry, we have developed an investment approach focused more on our best ideas and less on the “cookie cutter” approach. Disclosures: Securities offered through Triad Advisors LLC, a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Financial Analysts, a member of Advisory Services Network, LLC. Managed Futures offered through FFI Alternatives, LLC, member of the National Futures Association (NFA) and registered with the Commodity Futures Trading Commission (CFTC). Triad Advisors LLC, Advisory Services Network, LLC, and FFI Alternatives, LLC are not affiliated.

网站

https://www.fainvestors.com

Financial Analysts的外部链接

所属行业

金融服务

规模

2-10 人

总部

Raleigh，North Carolina

类型

私人持股

创立

1981

领域

Investment Management、Portfolio Management、Financial Advisors、Insurance Services、Retirement Income Planning、Generational Transfer of Family Wealth (Tax Friendly)和Alternative Investments