Faulkner Investment Services, LLC ("FIS") can help you build your personal and family wealth, and preserve it for a secure future. FIS started with its first client in 1989. Since then, we have grown to serve individual, corporate, and trustee clients in six states.
We've accomplished this by listening carefully to each client's financial concerns and goals, and then using objective, scientific money management strategies to grow their wealth while controlling risk.FIS has always been an independent, fee-only, registered investment advisor. That means we don't peddle financial products or receive any commissions or kickbacks.
We've accomplished this by listening carefully to each client's financial concerns and goals, and then using objective, scientific money management strategies to grow their wealth while controlling risk.FIS has always been an independent, fee-only, registered investment advisor. That means we don't peddle financial products or receive any commissions or kickbacks.
Services
Brant Faulkner is founder and President of FIS. He is responsible for all dimensions of the firm, including research, investment strategy, portfolio management, and administration. He personally provides investment management to individuals, corporations, and trusts. Brant is a problem-solver, not a product-peddler.
FIS combines client-focused service with Nobel Prize winning state-of-the-art Modern Portfolio Theory, risk management, and diversification. We'll take care of your investments so you can focus on living your life. Focus on YOU. We truly care about helping make your dreams a reality. We take the time to understand you and your needs.
Your investment goals are unique. Determine Your Goals and Analyze Your Cash Flows. We begin by listening carefully to you so we understand your situation and unique goals. During this step we will also model your cash inflows and outflows year-by-year - where the money will come from (e.g., salary, Social Security, pension, portfolio withdrawals) and where the money will be spent (e.g., vacations, mortgage, education, savings, living expenses).
Ready to delegate to a skilled, trustworthy professional so they can be free to live their lives. Willing to follow a solid, disciplined investment strategy instead of reacting to fads, tips, and the latest headlines. FIS accepts new clients residing in Washington, Oregon, and California. Our services are best suited for persons with more than $250,000 to invest with FIS.
Preparation of your unique Investment Plan, including modeling cash flows, retirement planning, and retirement income projections. Establishment and coordination of accounts at Charles Schwab & Co., and related asset transfers. As requested, provision of preliminary tax information (e.g., realized and unrealized gains, taxable interest, and dividends) for client's tax planning.
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