The IRA. The Roth IRA. The Education IRA. These are but a mere few of the options that today’s investors must decipher when planning for the future. Add this to your choice of over 9,000 mutual funds and it is easy to understand why many individuals seek professional financial guidance.

At Financial Resources Management Corporation (FRMC), we work one-on-one with our individual clients to put the best options to work in a portfolio designed to meet each client’s diverse financial goals. Investments are chosen using our strict selection criteria, which includes such variables as manager tenure, investment philosophy, performance history, risk rated returns, and management fee structures.

In addition, we utilize the brokerage services of both Charles Schwab & Co., Inc. and Fidelity Investments, which provides us with access to thousands of top mutual funds with no transaction costs.

At FRMC, our individual investors benefit from many of the same services we offer corporations, such as:

• Personalized, one-on-one service with an experienced financial advisor.

• A wide spectrum of investment options, including state-of-the-art asset allocation funds.

• Quarterly reporting of asset valuation and time-weighted performance returns.

 If you have assets exceeding $250,000 that you wish to invest, please contact us for a free initial consultation.