A complete list of active advisors currently associated with FIOH Global Asset Management and Strategies, LLC
Warmer can help you find a great advisor at FIOH Global Asset Management and Strategies, LLC or one who fits your needs even better.
FIOH Global Asset Management and Strategies is an independent registered investment adviser managing about $46.4 million for roughly 64 clients. The firm provides discretionary portfolio management for designated assets, financial planning, retirement planning, retirement benefit plan consultation for business owners, and divorce settlement consulting to individuals, trusts, retirement plan trustees, charitable organizations, and corporate or business clients. The firm tailors advice to each client’s goals, risk tolerance, and time horizon and implements portfolios using individual stocks, corporate and government bonds, mutual funds, and ETFs while applying Modern Portfolio Theory and tactical asset allocation. It typically acts as a fiduciary on retirement rollovers, may utilize no-transaction-fee mutual funds available through its recommended custodian, and charges advisory fees based on assets under management with discretionary authority where agreed. What is distinctive for a small, solo-registered firm is the ongoing consulting and plan-design assistance offered to employers— including ERISA education and fiduciary guidance for benefit plans—alongside services to charitable and corporate clients and advising on pension or profit‑sharing arrangements. The firm also provides specialized divorce settlement financial modeling and delivers tailored reporting and reviews tied to custodial statements and client preferences.
To learn more about the advisors currently working at FIOH Global Asset Management and Strategies, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tacoma, WA
| 20
|
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