407-667-4729 Home Company Client Center Resource Center Tools Contact Managed Account Services Fund Advisors of America takes into account numerous factors when building a client portfolio. Here is a sampling of what factors are taken into consideration: Today’s economy is infinitely more complex and volatile than ever before. As a result, the financial markets are becoming more and more unpredictable. Interest rate swings, energy booms and busts, technological advancements and changing political policies all play a role in influencing markets. Individual investment goals: what the client wants to achieve is an important factor when building a portfolio. Not all investors have the same investment goals. Fund Advisors of America discusses the clients’ goals and takes these goals into consideration when building the portfolio. Time horizon: the time a client will need access to funds during his lifetime. Fund Advisors of America takes into account how long a client will need his money-especially after retirement-and will invest accordingly. Cash flow requirements: will a client need a monthly ‘salary’ after retirement? What money a client will need to pay bills and maintain the current lifestyle is investigated and factored in to the investing process. Outside holdings and tax status: what a client owns and owes outside of what Fund Advisors of America manages can affect how the portfolio should be invested. The Fund Advisors of America Investment Advisor will help a client walk through all his holdings to make sure the portfolio built is appropriate based on all the current assets. Other factors: there could be additional factors, such as family beneficiaries, endowments, etc. that must be taken into consideration when Fund Advisors of America builds a client portfolio. Fund Advisors of America seeks to understand a client’s whole financial picture in order to prudently and effectively invest for his future, based on unique goals and fiscal makeup. Keeping It Simple To establish a managed account with Fund Advisors of America, we first help you open an account at with the largest discount brokerage firm in the country. This can be a regular brokerage account, or any one of the many types of qualified plans (IRA, SEP-IRA, Pension, Profit-Sharing-401K, etc.). Fund Advisors of America is committed to meeting our industry’s rigorous regulations and upholding our own stringent business standards to position long-term financial health and stability. We believe Fund Advisors of America can help you avoid the pitfalls of investing so you can build a more secure financial future. We’ve held investors-each with their own specific time horizons, growth objectives and income needs-work toward their investment goals. To learn more about what we can do for you, please call us at 800-438-3040. We’d be honored to discuss the possibilities. Have a Question? Name Email Phone Question Contact Fund Advisors of America Office: 407-667-4729 Toll-Free: 800-438-3040 Fax: 407-667-4728 1800 Pembrook Drive Suite 300 Orlando, FL 32810 Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite.