East Chatham, NY Office

FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions, offering portfolio management, modular financial planning, and pension consulting. The firm delivers both discretionary and non-discretionary portfolio management and makes educational seminars and workshops available to the public at no charge.

Investment advice is tailored to each client's objectives and risk tolerance using a mix of methods (fundamental, technical, charting) and both long- and short-term strategies, and the firm may recommend or place clients with third‑party advisers and monitor their performance. A notable portion of the firm's assets is managed on a non‑discretionary basis, so many transactions require client approval rather than being executed solely at the firm’s discretion.

FSP Advisors operates with several outside-business affiliations that distinguish it from many peers: persons providing advice are registered representatives of a broker‑dealer and are licensed insurance agents, the firm may share in third‑party adviser fees, and it may receive brokerage research or other soft‑dollar benefits. The combination of pension consulting and participant education services, offered workshops, and the multiple advisory and brokerage roles of its advisors creates potential conflicts of interest that the firm discloses and manages.