What We Do

What We Do

At FARO, we exhaustively evaluate client needs and risk tolerance while offering insightful investment management and financial services to the following.

  • High net worth individuals and families
  • IRA, pension, profit sharing, 401(k) and other retirement plan participants
  • Public and private charitable foundations and school endowments
  • Corporations, partnerships and other business entities

Our clients have the option to choose from one or more of the following services.

Discretionary Portfolio Management

  • FARO Fixed Model *

    Short to intermediate term multi-sector, investment grade bonds.

  • FARO Conservative Model *

    Mixed global asset portfolio with a normal risk target allocation of 30% equities, 70% bonds and cash.

  • FARO Flexible Model *

    Mixed global asset balanced portfolio with capped equity exposure at 55% and minimum exposure of 30%.

  • FARO Moderate Model *

    Mixed global asset balanced portfolio with a normal risk target allocation of 60% stocks, 40% bonds and cash.

  • FARO Aggressive Model *

    Global, predominantly stock portfolio with normal risk allocation at 75%.

  • FARO Balanced Growth *

    Mixed global asset portfolio of mutual funds with a normal risk target allocation of 60% stocks, 40% bonds. Used for accounts under $100,000. * The model portfolios are currently executed through separately managed accounts (SMAs). These SMA accounts allow for client-specific customization as needed. An investor should consider their Model Portfolio's investment objectives, risks, charges, and expenses carefully before investing. Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, marle sectors, and size of companies.

Brokerage Services and Tactical Portfolio Management

Securities Based Lending

Portfolio Evaluation including Performance Reporting and risk Evaluation

International Client Services

  • * International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

Request an Appointment

The first step is never easy and so rarely do you know where to go or who to talk to, but we are here to guide you and make you feel comfortable in all of your financial and retirement decisions. Drop us a line and schedule a complimentary initial consultation. Get to know us and help us get to know how we can best help you.