Step 1Financial Analysis

Step 2Asset Allocation

Step 3Portfolio Strategy

Step 4Implementation

Step 5Monitoring and

Rebalancing

Step 6Reporting

There’s a lot riding on your investments. We’ll take the time to understand why you’re investing and help you stay on track.

Diversification and asset allocation strategies do not assure profit or protect against loss. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, Fountain Financial Advisors, Inc. and Cambridge Investment Research are not affiliated companies.

Our Six Step Process:

Our Investment Process At Fountain Financial Advisors one of our most important responsibilities is to guide our clients in their investment decisions.  Dedicated to long-term success, we have an investment process that takes the focus away from the day-to-day noise in the financial

Step 1: Financial Analysis: During the Financial Planning process, your financial status will be ascertained. As a result, the appropriate investment programs will be determined in order to work toward your future goals and success.

Step 2: Asset Allocation: Diversifying your portfolio among various asset classes such as stocks, bonds, cash, real estate and alternatives has been shown to reduce volatility and mitigate risk over the long term.

Step 3: Portfolio Strategy Selection: Synchronizing your risk tolerance with your financial goals will allow us to choose the most appropriate investment strategy.

Step 4: Implementation: Constructing the portfolio of various asset classes, strategies and coordinated among the finest investment companies.

Step 5: Monitoring and Rebalancing: Reviewing your strategy, asset allocation and portfolio to ensure your investments remain on target and consistent with your goals and objectives.

Step 6: Reporting: Providing you with regular updates to measure your financial progress.