Your Assets, Your Direction

FISN believes having an Investment Plan is the first step to successful investing. You have to know where you are going and how to get there to achieve results. Where you are going is the Investment Objective and the Investment Program is what guides you. FISN works closely with clients to establish an Investment Objective that reflects their portfolio standards and goals after an analysis of their current situation. An Investment Program is structured in further discussions that explore the risk the investor is comfortable with, the time horizon of the plan, how assets are to be allocated and diversified, and the needs for cash. And finally, the program looks at how investment decisions are made and results are reported. These plan elements can be spelled out in a formal or informal manner and the plan can cover all investments or just income generating assets. And there is no preset, minimum portfolio size. The client decides how much and when to invest. At FISN the scope of the Plan is up to the client.