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  • Home
  • What We Do

What We Do

We provide perspective, implement discipline and deliver impartial financial counsel and advice to our clients.

 

Client Services Overview

Client Services Overview

Time is devoted to understanding our client as an individual with unique needs.

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Our Wealth Management Process

Our Wealth Management Process

We identify and affirm the client’s investment objective, then create and modify an investment policy statement suited to that objective.

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Value Added Services

Value Added Services

We refocus the conversation on a longer time horizon while using a systematic and empirical process to design and implement a tailored investment plan.

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Copyright © 2010-2021 Fama Fiduciary Wealth LLC

  • Client Login
  • Privacy Promise
  • Terms and Conditions
  • Contact Us
  • Home
  • Who We Are
    • Real Fiduciary™
    • Our Fiduciary Pledge
      • What is a Fiduciary?
      • Fiduciary Standard
    • Registered Investment Advisor
    • What to Expect as a Prospective Client
    • SEC Brochures
  • What We Do
    • Client Services Overview
    • Wealth Management Process
    • Value Added Services
  • Our Fees
  • Essential Knowledge
    • Why Choose a Professional Wealth Advisor?
    • How to Choose the Right Fit
    • Know your investment objectives
    • Putting it All Together
  • Newsletters