What We Do/Investment Management

Personal Investment Management/IRAs/401K Rollovers

FV Asset Management Inc. offers a structured investment approach for tax-managed accounts, IRAs, 401K Rollovers and 401Ks.

Our structured approach utilizing a Third Party Asset Manager and Dimensional Fund Advisors is based on our clients’ objectives, time horizon and risk tolerance. These portfolios include tax sensitive re-balancing, comprehensive planning and diversification.

Dimensional Fund Advisors (DFA) utilizes a model of investing based not on speculation but on the science of capital markets. Decades of research guide the way.

The mission of DFA is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading.

Based upon their deep working relationships with leading financial economists and select financial advisors DFA forged a new way to invest. DFA stays on the leading edge, to increase investor returns through quantitative models, smart trading, efficiencies in operation, and execution strategies.

Their refusal to speculate or follow indexes gives them increased flexibility and allows them to keep costs low.These savings accrue directly to investor’s returns.

401K Plans

We understand the complexity and depth of experience required to deliver customized retirement plans.

We offer fee-only plans to help you achieve your personal and business goals by focusing on the following essentials:

• Customized and Cost Effective Plan Design
• Detailed Investment Selection Process
• High Touch Enrollment Services including Investment Selection at the Participant Level
• Ongoing Training and Education
• Dedicated Service and Robust Record Keeping Platform

FV Asset Management, Inc. is a registered investment adviser. This website is only intended for clients and interested investors residing in states in which the Adviser is qualified to provide investment advisory services. The Advisor does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.