A complete list of active advisors currently associated with The Faragi Group

Warmer can help you find a great advisor at The Faragi Group or one who fits your needs even better.

The Faragi Group provides ongoing investment supervisory services to individuals (including high‑net‑worth clients) and to corporations or business entities, offering portfolio management, client‑specific Investment Policy Statements, and a one‑time financial plan. The firm manages accounts on a discretionary basis and documents each client’s goals, income, tax considerations, and risk tolerance in the Investment Policy Statement used to guide portfolio construction. The firm’s investment approach relies on fundamental analysis combined with both long‑term and short‑term trading strategies and options writing when appropriate, with regular portfolio monitoring by the adviser. Portfolios may include a broad set of vehicles — mutual funds, equities, fixed income, ETFs, real estate vehicles, REITs, hedge funds, private placements, and insurance products (including annuities) — selected to match the client’s Investment Policy Statement. Noteworthy for a small independent adviser, the brochure indicates the firm deals with insurance products such as annuities and employs alternative investments (private placements, hedge funds) alongside traditional securities, practices that are less common among peers. The firm also accepts and manages accounts for corporate/business entity clients (institutional‑type relationships) in addition to individuals, and it requires clients to use the firm’s recommended custodian for execution and custody.

To learn more about the advisors currently working at The Faragi Group, 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
Joseph Faragi	Forked River, NJ	19

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