FPI

Est. 1981

Dedicated to preserving and growing wealth in any market through dynamic risk management

We work with more than 600 broker-dealer groups and RIAs throughout the United States and invest nearly $2 billion in assets for clients in our separately managed account business (as of 3/31/19).

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Fee-based, separately managed accounts can provide investors diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes.

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The OnTarget Investing process helps investors set realistic, custom benchmarks and regularly measure their progress.

Your custom investing benchmark

The OnTarget Monitor is a simple visual tool that tracks your investment progress based on your financial goals. Mouse over the image below for a description of each measurement.

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Roles and responsibilities

In addition to helping you set and track your investment goals, OnTarget Investing defines how we work with you and your financial adviser to help you progress.