FSA Institutional

You are involved with the board of a pension or non-profit organization because you believe in the mission of the organization. However, you are also responsible for the safe stewardship of the assets, which is not necessarily an area of expertise for you.

As a fiduciary, FSA Wealth Partners has been managing pension/endowment assets for over 40 years, and we understand the issues that you care about. You want the assets managed prudently, giving each board member confidence that the portfolio assets will grow over time but not be subjected to the wild swings that will occur in the stock and bond markets at times. Most importantly, the portfolio cannot afford a catastrophic loss that could put future spending plans in question.

Our risk-centric approach is designed to help you sleep at night knowing that we have a process that helps keep the portfolio in sync with the prevailing market trend. In some environments that may mean a relatively high allocation towards equities. In other environments, it may mean a portfolio that is heavily invested away from equities and into money market instruments.

At FSA Wealth Partners we have a saying, “It’s not what you make that matters; it’s what you keep.”

FSA Wealth Partners is a fee-only, SEC-registered investment advisor incorporated in 1982 as a Maryland corporation.

Institutional Services

Actively Managed Strategies

Designed for steady long-term growth with downside protection.

Portfolio Construction

Customized to your organization’s values and your investment policy statement (IPS).

Stock Donation Assistance

To allow your organization to accept in-kind donations.

Strategic Alignment of Investments

Alignment strategies based on risk, time horizons, and organizational values.

Periodic Reviews and Quarterly Reporting

Ensure all stakeholders, such as the board or investment committee, are properly informed.

FSA offers uniquely tailored solutions based on your organization's goals, circumstances, and values.

How We Make a Difference

FSA manages over $700m for individual investors, business owners, non-profits, endowments, trusts, and wealth managers.
We help founders, boards, CFOs, and investment committees navigate complex capital markets, tap global asset classes for a diversified alpha mix, and protect portfolios from market downturns.
Your organization can focus on what matters most—fulfilling your vision and serving the communities you lead.
As a fiduciary, we put our clients and their interests first.

What does your organization need?

Weight off your shoulders
=
Less uncertainty. More focus.

For over 40 years we have managed to achieve growth with below-average risk.

Constant attention, along with an exit strategy, is the key to a good relationship between the financial markets and your portfolio.

Understanding Your Vision

Organizations come with unique histories, internal resources, and requirements. We work with you to determine what is working, what is not, and what your ideal solution includes. Then we build that and, through continuing dialogue, adapt our services as your needs change over time.

Aligned Investing

Your mission is important to us. We understand how the effective application of capital creates long-term positive impacts for asset owners and for the world. We help organizations grow and mobilize capital to achieve their investment policy objectives in ways fully aligned with their mission.

Helping Organizations Stay Focused on the Big Picture

Fiduciaries at non-profit organizations face many challenges, not the least of which are low expected returns against the backdrop of high donor expectations. Recognizing the depth of these challenges, we partner with non-profits so that clients can direct their focus towards what matters most—fulfilling the missions of their organizations and helping the communities they serve.

Contact FSA today regarding any upcoming Requests for Proposals (RFP).