FMI

Founded in 1982, FMI is one of the oldest independent financial advisory firms in the state of Arkansas.  We believe that our independence, along with our commitment to fiduciary excellence, enable us to serve our clients objectively, keeping their financial goals as our first priority.  Because we do not sell any investment products, every client can be assured that our recommendations are free of any product bias or sales pressure.  FMI provides fee-based investment advisory and fiduciary consulting services to individuals, institutions and investment stewards across the United States.  We strive to provide our clients with the security of trust and freedom of independence.

Our Mission

FMI MISSION STATEMENT

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 helping them achieve their financial goals.

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

Financial Management, Inc. is a CEFEX-certified Registered Investment Advisor