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Financial Security Advisors is a very different investment management firm from many others you may have encountered. For a start, we believe in active management of client assets. That means we’re looking at your account and how protect and grow your assets every day. There’s nothing new about the concept. The very wealthy have always had access to active management. Our goal is to bring the benefits of active investment management to the NOT so wealthy as well as the wealthy.

Second, we use a time-tested approach to deciding when and where your funds should be invested. An approach that focuses on market supply and demand and the flow of institutional funds.

Third, we hate losses. Every time you lose money in the market you lose time, time that could be better spent building value. The FSA Timeless Strategies are designed to protect your funds during bad markets so you have more to invest when the markets turn up.

I invite you to join Financial Security Advisors’ investment programs and let us help you build financial security. You will discover, as many wealthy investors have, that active management doesn’t mean higher costs, just better investing.

Sincerely,

Morris E. Vickers


 

DISTINCTIVE FINANCIAL SERVICES SINCE 1984

WHO WE HELP…..HOW WE HELP…..
WHEN WE HELP

INVESTORS WHO MANAGE THEIR OWN INVESTMENT ACCOUNTS

The ancient Chinese philosopher Lao-tzu once said, "He who knows others is wise; he who knows himself is enlightened." Learning to overcome one's own emotions and bias can be one of the single hardest hurdles that an investor faces.

At FSA we lead investors to learn to identify their unique, individual financial behavior patterns. The use of a series of certified exercises identifies your inherent and learned systems for making financial decisions. Knowing more about yourself enables you to have increased investment success. It improves your financial decision making. It strengthens your relationship with family, business associates, and financial service representatives. It helps you understand your own and other persons spending and investment commitments.

INVESTORS WHO WANT PROFESSIONAL MANAGEMENT OF THEIR ACCOUNTS

Not everyone has the time or desire to manage their investment money.

At FSA we employ four primary strategies for managing mutual fund accounts.
(1) Timeless Leaders strategy is for investors with very limited financial resources.
(2) Timeless Strategies is our program for investors with $50,000 or more who are concerned about preserving principle while still participating in the stock market.
(3) Timeless Balance is a classic asset allocation strategy based on the principles of modern portfolio theory that stays 100% invested at all times.
(4) Faithful Steward is a strategy for investors who desire a faith-based investment approach.

In addition we partner with an exceptional investment management firm to manage portfolios invested in individual securities. This advisor manages more than $10 billion using individual stocks and bonds. They have more than 30 years experience. The minimum investment is $500,000.

INVESTORS WHO WANT PROFESSIONAL MANAGEMENT OF THEIR ACCOUNTS
WITH A FAITH BASED INVESTING FILTER

Many investors want their investments to be consistent with their religious faith.

At FSA we partner with an investment management company that uses a  process allowing investors to avoid owning securities in companies that profit from businesses at odds with values consistent with a Christian lifestyle.  

Accounts may be with individuals or institutions such as foundations and endowments.