INDEPENDENCE MATTERS.
FOR OUR FIRM, AND YOUR FUTURE.
FMI is a fee-only registered investment adviser founded in 1982, making us one of the oldest independent advisory firms in Arkansas. That independence – with our long-standing commitment to fiduciary excellence – enables us to remain objective for clients, keeping their financial goals as our first priority.
We serve as fiduciaries for individuals, private trusts, retirement plans, nonprofits and more across the U.S., delivering risk-adjusted investment models and investment consulting services. Our goal? Provide clients with the security of trust and the freedom of independence.
OUR MISSION
Our mission is to create timely, efficient, and effectively diversified investment portfolios designed to preserve capital, reduce volatility and provide positive returns. Our commitment is to our clients, and our priority is to help them achieve their financial goals. Investing involves risk, including the possible loss of a principal investment.
OUR GUIDING VALUES
Integrity: Placing the interest of our clients above our own.
Flexibility & Agility: Being responsive to anticipated and unanticipated changes in the market environment.
Customer Service Excellence: Exceeding every client’s expectation with every opportunity.
Effective Communication: Listening carefully to understand our client’s goals and concerns, and explaining our recommendations clearly.
CEFEX® Certified
CEFEX®-certified firms adhere to fiduciary industry best practices, verified by annual audits. Benefits include improved quality, enhanced client satisfaction and increased market share. Investment objectives are realized sooner, with better alignment of services to expenses. Learn more.