For our clients, the approach is deliberately clear: what we do, how your money is managed, and the principles that keep us on your side.
The FAN Advisors platform is built around outstanding, personal investment advisory services. That focus shapes everything: how we advise, how your assets are managed, and how they are safeguarded.
As an SEC Registered Investment Advisor, we are held to a fiduciary standard, so we are required to act in your best interest at all times. We back that up by continually training and supporting the advisors who serve you.
Your assets are managed by a diversified lineup of proven institutional money managers. When it fits your strategy, your advisor can also use ETFs, mutual funds, and individually listed securities.
An independent custodian holds your funds and securities, processes your deposits and withdrawals, and sends regular statements. Your assets are always safeguarded outside our firm.
We do the ongoing homework so you don't have to, holding every partner to clear, written standards.
Before we select an institutional money manager, we run a full due-diligence review. Once selected, every manager is monitored on an ongoing basis against clear standards:
For the advisory services we offer, the firm holds agreements with independent custodians. Your advisor recommends the right one based on the services you receive.
Custodians are reviewed no less than once a year to verify compliance with regulations and to confirm they are operating at the highest levels of service.
Clients expect outstanding investment management at a reasonable price. Everything we have built exists to deliver exactly that, and to hold to two principles that many firms cannot.
Together, the following two principles remove the quiet conflicts of interest that cost clients elsewhere. Every recommendation stays focused on one thing: what is best for you.
Privately owned and debt free, and owned by no investment company. We are free to choose only the best money managers for you, and to remove any that no longer measure up.
We act only as a referring RIA. We create no in-house products, so no one here has a financial incentive to steer you anywhere but the right place.
We partner only with established, independent institutions, chosen for the strength and service they bring to your accounts.
Holds and safeguards client assets, processes deposits and withdrawals, and issues the statements that reflect your holdings. Primary custodian, with access to alternatives through iCapital.
A second independent custodian. Your advisor recommends the right fit for the services you receive, and each custodian is reviewed annually for compliance and service.
A representative sample. Your advisor has access to 80+ unaffiliated money managers nationwide, plus individually constructed portfolios.
An independent custodian, not FAN Advisors. The custodian holds your funds and securities, processes your deposits and withdrawals, and sends you regular account statements, so your assets are safeguarded outside our firm.
No. We act only as a referring RIA and select unaffiliated money managers. We do not create in-house or proprietary products, so no one here has a financial incentive to recommend anything but what is right for you.
A diversified lineup of proven institutional money managers buys, sells, and allocates within their portfolios. When it fits your goals, your advisor can also use ETFs, mutual funds, and individually listed securities.