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FTIA is unencumbered by the potential conflicts inherent when an investment advisor is part of an investment bank, commercial bank or as part of a large asset manager with a captive broker dealer.

Aligned Interests

FTIA charges only an asset based fee. When a client’s account prospers, FTIA prospers. FTIA has no incentive to churn accounts or sell higher margin products.

Transparency, Integrity and Discretion

FTIA believes that transparency, integrity and discretion are qualities requisite for a top tier investment advisory practice:

  • Transparency in terms of investment philosophy, asset selection & disposition and performance
  • Integrity in terms of interaction with clients and everyone within the community
  • Discretion with regards to anything involved with the clients unless directed otherwise

FTIA’s principal spent 15 years working at Wall Street investment banks (including Credit Suisse, DLJ, Deutsche Morgan Grenfell and Goldman Sachs) in various roles. He has highly relevant experience in equity capital markets and fundamental equity analysis and in debt capital markets and fundamental credit analysis.