FSA Investment Group

FSA Investment Group A well-designed portfolio requires a thorough understanding of our client’s needs, goals, and objectives (client expectations). https://twitter.com/fsa_ig

Mission: To be the premier Native American Financial Advisor by making a positive impact on our client’s financial futures and a recognized leader within the profession. Vision: To create financially secure and fulfilling futures for our clients through independent and objective financial advice that is consultative and goal driven. At FSA Investment Group (FSA), we provide a fully-integrated and

customized approach to investment management that is designed to preserve and grow our client’s capital. We believe that providing conflict-free, independent advice is important; therefore, FSA utilizes an open infrastructure platform to build customized client solutions. Once we understand our client’s expectations, we use a holistic investment process which has a valuation driven approach that minimizes risk and focuses on growth to successfully reach these expectations. Additionally, we utilize diversification as another tool to reduce volatility and stay consistent to our investment approach.

This week John Hosman (Partner) and Matt Balka (Director of Finance) attended the groundbreaking ceremony for the Chicke...
08/26/2021

This week John Hosman (Partner) and Matt Balka (Director of Finance) attended the groundbreaking ceremony for the Chicken Ranch Rancheria Me-Wuk Indians of California’s new casino resort. We are so excited for them and so honored to be a part of this process.

From all of us at FSA, we thank you for your service. Happy Veteran’s Day!
11/11/2020

From all of us at FSA, we thank you for your service. Happy Veteran’s Day!

Last Week the Securities and Exchange Commission (SEC) adopted amendments to update and improve the definition of Accred...
09/02/2020

Last Week the Securities and Exchange Commission (SEC) adopted amendments to update and improve the definition of Accredited Investor and Qualified Institutional Buyers to include Indian Tribes allowing them to participate in investment opportunities that are generally not available to non-accredited investors. Check out this article for more information on this exciting announcement.

NAFOA advocates sound economic and fiscal policy, develops innovative training programs in financial management, builds the financial and economic skills of the next generation, and convenes tribal leadership, experienced professionals, and economic partners to meet the challenges of economic growth...

It is easier than ever to become an investor. Check out this article from Charles Schwab to learn how to get started!
08/26/2020

It is easier than ever to become an investor. Check out this article from Charles Schwab to learn how to get started!

Dealing with risk is a key to success, whether you’re an experienced investor or just getting started.

It is important to stay up to date on changing policies in relation to Required Minimum Distributions or “RMDs” during t...
08/13/2020

It is important to stay up to date on changing policies in relation to Required Minimum Distributions or “RMDs” during this time. In this article, Hayden Adams, CPA, CFP®, and director of tax planning at Schwab Center for Financial Research, offers answers to some common questions retirees are asking about RMDs in light of the CARES Act.

Are you subject to Required Minimum Distributions (RMDs) from a retirement account? Under the CARES Act, you can forgo taking RMDs this year.

As one of our Senior Financial Analysts, Taylor is a joy to work with. He is passionate, hard-working and dedicated. Tay...
08/11/2020

As one of our Senior Financial Analysts, Taylor is a joy to work with. He is passionate, hard-working and dedicated. Taylor, from the entire FSA team, we wish you a Happy Birthday!

Today we want to wish John Hosman, our Partner and CEO of the firm, a very Happy Birthday!From everyone at FSA, we thank...
08/10/2020

Today we want to wish John Hosman, our Partner and CEO of the firm, a very Happy Birthday!

From everyone at FSA, we thank you for your hard-work, inspiring leadership and positive attitude every day. Thank you for all you do!

HAPPY BIRTHDAY!

Here’s 5 things you need to know this week! Check out this article for some great opportunities to get involved and lear...
07/29/2020

Here’s 5 things you need to know this week! Check out this article for some great opportunities to get involved and learn more about NAFOA’s partners and community.

NAFOA is here to build and support our community by sharing news, opportunities to get involved or continue your professional development, and more. Here are the 5 Things You Need to Know This Week:.

Please join us in wishing Brynne Miller a very Happy Birthday! We appreciate all you do, Brynne! Have a great day!
06/11/2020

Please join us in wishing Brynne Miller a very Happy Birthday! We appreciate all you do, Brynne! Have a great day!

Please join us in wishing Matt Balka a very Happy Birthday today!
02/05/2020

Please join us in wishing Matt Balka a very Happy Birthday today!

Please join us in Wishing Brett a very Happy Birthday!
01/16/2020

Please join us in Wishing Brett a very Happy Birthday!

Address

308 S Alcaniz Street
Pensacola, FL
32502

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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