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Our approach to investment management serves as the foundation for many of our other services, focused on personal touch and data-driven decision making. FSB Wealth Management’s Investment Philosophy is fundamental to our investment management process.
We combine our understanding of your personal financial situation with our years of research, data and financial discipline to determine the optimal portfolio asset allocation. To ensure you are comfortable with the risk associated with the portfolio, we will provide you with a risk and reward analysis to help you understand the projected risk and returns of the recommended asset allocation.
Be assured, our investment management process continues after your account is fully invested. Your account is continuously monitored and rebalanced as needed. If your personal financial situation changes, we will adjust your individual investments as necessary.
|Michael W. Atwood, CFA||President & CEO|
|Nikki Mann, CFP||Vice President & Trust Officer|
|Julie Karstens, CTFA||Assistant Trust Officer|
|Blake Alexander||Investment Portfolio Analyst|
|Pam Adkins||Trust Assistant|
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE