Investment Options

The Clear Path to Innovative Solutions
Meeting the investor’s objectives through a broad array of third-party managers and strategies, without favoring a single manager or approach. That’s “open architecture,” and it’s a key component to FMi’s approach.

FMi offers the most thorough, most informed consultations possible, but it’s the investor who enjoys total freedom to diversify across tens of thousands of funds.

In stock markets and money markets, through the maze of mutual funds, from growth investment to growth income, FMi has over thirty years of experience providing customized retirement plans – design, installation, administration, communication, education and, through it all, solid regulatory compliance.


US Funds

  • Alliance Bernstein
  • American Funds
  • American Century
  • Artisan
  • Baron
  • BlackRock
  • Calamos
  • Columbia
  • Davis
  • Dodge & Cox
  • Eaton Vance
  • Evergreen
  • Federated
  • Fidelity
  • Franklin Templeton
  • Goldman Sachs
  • Harbor
  • Janus
  • John Hancock
  • JP Morgan
  • Legg Mason
  • Loomis Sayles
  • Mainstay
  • MFS
  • Morgan Stanley
  • Munder
  • Nationwide
  • Neuberger Berman
  • Oakmark
  • Oppenheimer
  • Pioneer
  • Quaker
  • Riversource
  • Royce
  • RS
  • Schroder
  • State Street
  • T. Rowe Price
  • Thornburg
  • UBS
  • Van Kampen
  • Vanguard
  • Well Fargo

Offshore Funds

  • Butterfield Asset Management
  • Federated
  • Franklin Templeton
  • Guardian
  • Invesco
  • Legg Mason
  • MFS
  • Schroder
  • Vanguard

Let our professionals provide you with a NO COST, NO OBLIGATION analysis. We can provide you with a rock-solid plan to make your retirement an easy, stress free time.

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