Fundamental Investment Alliance Group, Inc.

Fundamental Investment Alliance Group, Inc. provides investment supervisory services and individual portfolio management through separately managed accounts to individuals (including high‑net‑worth clients) and institutional entities such as pension and profit‑sharing plans, charitable organizations, and corporations. The firm offers three named equity strategies—Total Return, SMID, and Income—and manages accounts on either a discretionary or non‑discretionary basis.

FIAG’s investment process relies on fundamental and qualitative analysis to assess intrinsic value and company‑level factors, and typically pursues long‑term purchase strategies while tailoring allocations to each client’s objectives, time horizon, risk tolerance and liquidity needs. Accounts are continuously monitored, and the firm utilizes broker‑dealer relationships (including recommendations to custody at Schwab Institutional) to effect trades, aggregate block orders, and provide reporting.

A distinctive feature disclosed in the brochure is FIAG’s affiliation with another registered investment adviser, EDMP: members of FIAG’s management are separately licensed as investment adviser representatives of EDMP and may recommend or implement services through EDMP for separate compensation, a relationship the firm identifies as a potential conflict and addresses through disclosure and internal policies. The firm is also small in scale with a limited client base and assets under management, which the brochure indicates can lead to individualized account structuring and negotiable arrangements differing from larger peers.