Investment Management

Investment Management

FSB Wealth Management offers comprehensive investment advisory services for private clients, high net worth individuals, and institutions such as corporations, foundations, endowments, and community funds. Our fee-based system helps to ensure that these portfolios are managed efficiently, eliminating all mutual fund loads and minimizing security commissions.

fsbwealthlogo

Our customized investment management process focuses on a disciplined approach to financial markets and long term goal setting, including an emphasis on strategic asset allocation, a technical process for diversification, adaptable portfolio rebalancing, and extensive contact with our clients. Our analytical tools and comprehensive strategies allow us to provide our clients with a high level of sophistication and an unrivaled personal touch.

For more information on FSB Wealth Management's investment advisory services, please contact one of our Wealth Management Professionals.

Wealth Management Professionals

Name Title
Michael W. Atwood, CFA President
Nikki Mann Trust Officer
Pam Adkins Trust Assistant