Services We offer a wide range of financial services.

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FIDUCIARY ASSESSMENTS

The fiduciary standard includes, at its core, the idea of exclusive benefit. In other words, fiduciaries must act solely in the interest of those they serve.

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ASSET MANAGEMENT

FMI provides asset management services to individuals, corporations, and non-profit organizations across the United States.

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RETIREMENT PLAN MANAGEMENT

FMI offers a variety of retirement plan solutions, all of which focus on fiduciary excellence, enhanced participant services and full disclosure of all fees and expenses.

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