Fierce Financial Group LLC

Fierce Financial Group is a small, advisor-supported registered investment adviser that serves primarily high‑net‑worth individuals, families, and trusts with customized investment management across Active, Passive, and Hybrid strategies; complementary financial planning is available on request. Portfolios are managed on a discretionary, percentage‑of‑assets basis and implemented in separately managed accounts.

The firm documents each relationship with a written Investment Policy Statement and tailors implementation to client goals, risk tolerance, and restrictions, monitoring active strategies daily and passive strategies quarterly. Active accounts may employ individual securities, ETFs and options (including purchases and uncovered writing), and the Hybrid strategy—combining active and passive components—is offered specifically for international clients with consolidated accounts.

FFG’s small client roster relative to its assets under management and the firm’s senior personnel credentials (including a Ph.D. in economics and CFA/CFP designations) support a highly individualized service model. The firm also emphasizes low‑cost implementation through use of individual securities and low‑cost ETFs, states it does not receive revenue sharing or soft‑dollar benefits, participates in an institutional custodian program (Charles Schwab), and generally does not engage in block trading because portfolios are highly customized.