Fund Advisors of America Inc

Fund Advisors of America, Inc. provides discretionary investment management and related financial planning services to individual clients, including both high‑net‑worth and non‑HNW households, and offers retirement planning and college‑funding guidance. As of December 31, 2025 the firm reported approximately $149,410,840 in discretionary assets under management for about 585 clients served by a three‑advisor team.

The firm constructs portfolios using Modern Portfolio Theory and tailored asset‑allocation guidelines developed through one‑on‑one consultations and a confidential financial profile, combining fundamental, technical and cyclical analysis. Investment implementations can include stocks, mutual funds, ETFs, closed‑end funds, leveraged index funds and option strategies, and the firm may use dollar‑cost averaging and other risk‑management techniques in client accounts.

What distinguishes the firm from many peers is its relatively small advisory team managing a comparatively large client base and its explicit use of leveraged index funds and option strategies within managed accounts—choices that are less common among similarly sized supported firms. Fund Advisors of America custodys client assets primarily at Charles Schwab, operates under discretionary authority only (it does not provide non‑discretionary management), and discloses the economic benefits it receives from its custodian and the practice of deducting advisory fees directly from client accounts.