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Your Goals are Our Goals

Investment professionals dedicated to helping you achieve your financial dreams

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What We Do

FBD Asset Management delivers 30+ years of experience in investment analytics, portfolio construction, and client suitability in a common-sense approach. We focus on providing financial planning and investment management services to individuals, families, and businesses. As a fee-only advisory firm, your interests and financial success are our primary concern. We do well only after you do well. In other words, we are on your side.

We are an independent advisory firm. This independence gives us access to the full universe of investment products, including mutual funds, ETF's, Certificates of Deposit (CD's), stocks, bonds, etc.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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E-Valuator Software

The E-Valuator emboldens a rules-based investment management process.  This mitigates investment decisions based on emotions, which are a destructive force to successful asset management.  The software can be customized to fit any client. These settings are then applied against the universe of 33,000+ mutual funds and ETF to ensure suitability in every situation. The E-Valuator excels at:

  • Creating highly customized portfolios

  • Continually reviewing and analyzing complex data

  • Suggesting changes as markets fluctuate

  • Making investment management easy

E-Valuator RMS Funds

The E-Valuator RMS Funds are a family of 6 funds that span the efficient frontier to address different levels of investor risk tolerance. Each RMS Fund is a fund-of-funds that provides a self-contained asset management service. Perks of using the RMS Funds include:

  • Underlying investment analytics by The E-Valuator Software

  • The Meticulous Asset Allocation Process (MAAP©)

  • Responds to economic changes throughout the Investment Business Cycle (IBC)

  • Continual optimization, rebalancing, and replacement of underlying investments as needed

SIIMPL uses artificial intelligence to create a personalized wealth management strategy for any investor. By transitioning assets intended for near-term use toward less volatile positions, it protects what you need now while allowing the rest of your assets to continue to grow. 


Coming Soon

Technology Providers

We utilize the most advanced and reliable technology to help you reach your financial goals. Our technology providers include:

TD Ameritrade, eMoney, and Broadridge.

        

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