A complete list of active advisors currently associated with Financial Management, Inc.
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Financial Management, Inc. (FMI) provides investment management, financial planning, fiduciary and consulting services to individuals (including high net worth clients), retirement plans, non‑profit organizations and businesses. The firm manages portfolios on both discretionary and non‑discretionary bases and also offers plan‑sponsor services, model portfolios and broader business and professional consulting. FMI’s investment approach emphasizes Strategic Asset Allocation informed by Modern Portfolio Theory and academic quantitative research, and the firm typically implements portfolios using mutual funds and ETFs while evaluating individual securities on a case‑by‑case basis. Portfolio management is paired with financial planning and periodic reviews, and the firm may assist with tax‑loss harvesting, consider alternative investments where appropriate, and develop customized investment policy solutions. What is distinctive about FMI among similar team firms is its corporate and product affiliations: FMI is a wholly owned subsidiary of Crews Core Holding Company (itself a subsidiary of First Security Bancorp), and the holding companies also own Crews & Associates, Inc., a registered investment adviser and broker‑dealer; FMI also operates as a licensed insurance agency and its supervised persons may receive commissions for insurance sales. The firm’s consulting practice explicitly covers areas such as municipal securities and ERISA 3(38) plan‑manager services, and it relies on a custodial and brokerage relationship with Charles Schwab that provides trade processing and other operational services.
To learn more about the advisors currently working at Financial Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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