Investment management at your service.
At Farrecian Investments Inc, our main objective is helping you accomplish your evolving investment aspirations and goals in today’s complex investment marketplace. The recommendations you receive are tailored to you and factor your risk tolerance, desired returns, time frame, and income specifications.
The benefit of asset maximization
Asset allocation is a management process that combines various asset classes (stocks, bonds, mutual funds, and more) into a portfolio. Returns come from the portfolio as a whole, not each individual security. This proven approach helps address potential risk through proper diversification while also pointing your assets toward growth.
Our confidence in this process, combined with our objective-driven management, make us a fit for those investing for retirement income. Weโre also adept at focusing your assets to create a reliable source of retirement income with moderate volatility and long-term growth goals.
Asset maximization with a fiduciary
Advisors who are fiduciaries have an obligation to utilize products that are in your best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification and a disciplined investment philosophy combined with rigorous risk management.
Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.