Washington, UT Office

Investor FAN provides investment management, financial consulting, and retirement plan advisory to individuals, high‑net‑worth clients, employer‑sponsored retirement plans, foundations, trusts and estates. The firm manages accounts on a discretionary basis and says it tailors portfolios to each client’s goals while coordinating with other advisors such as CPAs and estate attorneys.

The firm’s investment approach emphasizes Modern Portfolio Theory and uses fundamental, technical, cyclical and macroeconomic analysis when constructing portfolios; investments may include equities, fixed income, mutual funds, ETFs, options, margin and alternative investments. Investor FAN may access unaffiliated independent managers and programs, implements both long‑ and short‑term trades, and typically reviews accounts quarterly or more frequently as needed.

The brochure discloses that some Representatives are also licensed to sell insurance and may receive commissions, and that some Representatives may receive income for providing accounting services, each of which the firm acknowledges as potential conflicts of interest. Investor FAN is under common ownership with RIA Systems, LLC—which provides software, compliance and operational support—and it discloses receipt of transition and technology payments from its primary custodian (Charles Schwab) as an economic benefit.