Let us help you achieve a fiduciary standard in

Wealth Management

FAS’s pioneering Macro-Micro Portfolio Architecture™️ enables you to deliver a fiduciary standard to your clients. The architecture is strategic in its allocations across asset classes – to protect against the unknowable macro risks – and dynamic at the micro level – to exploit the knowable micro opportunities.

Process and Attention To Detail

What We Do at FAS

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Asset Allocation

FAS offers a range of asset allocation models to accommodate different risk profiles. The models all embody Macro-Micro Portfolio Architecture™, but differ in terms of the aggregate weights placed on equity and bonds.
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Investment Process

FAS’s Macro-Micro Portfolio Architecture™ is a game changer in wealth management.
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Achieve A Fiduciary Standard

Deliver Results and Build Trust
FAS’s Macro-Micro Portfolio Architecture™
Let the FAS team help you achieve a fiduciary standard.

THE FAS DIFFERENCE

Who We Are

Fiduciary Advisor Solutions was created to help financial advisors achieve a fiduciary standard. It accomplishes this goal with attention to detail, fidelity to process, and insight into markets. FAS’s Macro-Micro Architecture™ was crafted with these elements. It produces asset allocation models with unparalleled downside-risk protection and upside growth. Superior allocation models and discerning communication are the hallmarks of a financial fiduciary.
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Leveraging Insight, Process, and Attention To Detail

FAS Investment Philosophy

FAS’s approach to investing is strategic. Decades of financial market history shows that tactical investing – altering your asset allocation over time in the hopes of outperforming – often underweights the best performing asset classes. FAS’s Asset Allocation models reduce the tactical high risk of error and rely on a strategic allocation across asset classes. But our strategic models are like no others. The engineering behind them builds on three key insights.
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Insight #1

Decades of financial market performance shows that diversification, if properly implemented, limits downside risk and delivers strong positive returns.
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Decades of financial market performance shows that diversification, if properly implemented, limits downside risk and delivers strong positive returns over time. But the current fund strategy portfolio (“FSP”) space is hampered by institutional constraints and inertia that keep nearly all FSP funding models insufficiently diversified. FAS faces no such constraints. Its strategic models benefit from weighting all major asset classes — including large- mid- and small-cap stocks, both growth and value, and investment-grade and high-yield bonds. Experience shows that this degree of diversification is key to designing portfolios that outperform their relevant benchmarks with better return (i.e., a positive alpha) and lower downside risk (i.e., a beta less than one). FAS’s proprietary asset allocation models provide extensive diversification that is unique in the FSP industry.
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Insight #2

Financial market research also shows that microeconomic fundamentals are key determinants of stock and bond prices.
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The best fund managers understand that microeconomic fundamentals are key in selecting stocks and bonds. A company’s management team, investment strategy, operations, debt levels, market concentration, and industry trends – just to name a few micro considerations — determine a company’s stock price and credit worthiness. The evidence shows that microeconomic fundamentals are easier to predict than macroeconomic fundamentals. The best fund managers show their value at the micro level.
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Insight #3

Not all fund managers are created equal; some develop a greater ability to assess and anticipate.
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Experience reveals that all fund managers are created equal; some develop a greater ability to assess and anticipate. Some managers develop a greater ability to assess and anticipate micro fundamentals. The best managers strive for insight into one asset class rather than many asset classes. This focus gives them a competitive advantage and enables them to consistently outperform other managers.

The Micro layer of FAS’s allocation models employs a data-driven process that assesses the universe of mutual fund and ETF managers and selects the best in each asset class over time. This dynamic process is key in designing portfolios that consistently generate superior risk-adjusted returns.