FIA SERVICES, INC.

Overview

FIA Services, Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and shows a clear tilt toward publicly traded equities as its primary allocation. It is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Portfolio construction appears equity-centric, with the firm favoring exchange-traded instruments for liquidity and execution efficiency. At the same time, FIA Services, Inc. supplements public equity exposure with access to mutual funds and maintains relationships with external managers for real estate allocations. Given its small client base and asset base, the firm’s approach is likely hands-on and tailored, with a mix of discretionary execution for some clients and largely advisory/non-discretionary arrangements for others.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices