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Investment Management

Our experience shows that many of our business owner and entrepreneurs allocate too much of their long-term savings inside their businesses. This is because that is what they're comfortable with and that is what they know. We help provide guidance in diversifying your portfolio to reduce risk and have non-correlated assets to spend at any time regardless of market conditions. Oil prices, hurricanes, earthquakes, political tensions, there's a lot to consider when designing a portfolio.

As Leaders in the field of advice for high-net-worth professionals, we provide unique tax-efficient strategies for people like you.

Your roadmap to retirement has been going on for some time now. We show you which type of accounts you should continue to accumulate money in based on your own unique scenario.

You cannot afford to have a large market correction while you are spending your hard-earned dollars. You also can't afford for your investments to grow at less than inflation. We build portfolios for are retired clients that are stable, have low volatility and keep up with the cost of living.

Regardless of how you accumulated your wealth, you want to pay less tax and keep more of your savings, inheritance, and Investments.

Our approach to investment management is designed to meet the needs of people that have capital they want to protect and grow, but do not have the time or expertise to manage themselves. They prefer to have their wealth managed by a professional team.

While our clients come from all walks of life with varying degrees of wealth and investment knowledge, they all seek to:

  • Protect their money from substantial or permanent loss
  • Generate enough income to fund their retirement without making significant lifestyle changes
  • Provide stable, non-volatile growth to keep up with inflation over the long term
  • Delegate the management of their assets to a trusted team of professionals


Most investors understand that diversification is important for reducing volatility and improving performance but they then use advisors who put them into a run of the mill mutual fund with high fees. Fust  &  Associates Private Wealth Management uses the iProfile managed asset program. The iProfile program is a comprehensive investment management system for high net worth investors. Using sound and proven asset allocation strategies, your investments are diversified across a range of asset classes and management styles – with each manager being selected for their proven ability with a particular asset class.

This attention to asset allocation and manager selection aims to maximize your portfolio’s returns, while managing volatility. Be assured, whether you are a conservative or an aggressive investor, your iProfile portfolio is tailored to meet your investment objectives.

Your portfolio will include up to 6 different asset categories which reduces your exposure to stock market volatility and lowers your overall risk.

While 'alternative' investments are becoming more widely promoted today, investors should be aware that there is a major difference in quality between those typically available to retail investors and the types of opportunities iProfile invests in. Our asset managers are high quality and generally reserved for institutional investors and pension funds. We are able to leverage the size and strength of Investors Group to access this program.

The field of investing is exceptionally specialized. No single money manager can be an expert in every area. The ideal solution is to find and hire a specialist money managers for each asset class – an extremely tedious task for an investor to source, qualify, hire and oversee. This is another advantage that iProfile provides.

It is critical for your holdings to be diversified across management styles that are low or inversely correlated, so that when one asset category may be underperforming (in keeping with market cycles) another will be outperforming bringing overall stability and balance to your portfolio. The iProfile program calls upon the expertise of Growth Managers, Value Managers, Small Cap Managers, and Core Managers to do so. Managers are selected not only for demonstrated skill in their asset class, but for their fit with our overall investment strategy.

Fust  &  Associates Private Wealth Management can help design a tax efficient investment portfolio that helps you reach your financial goals.

Fust  &  Associates Private Wealth Management can help you strategically build your investment portfolio. protect and build your investment portfolio. ensure your lifestyle continues into retirement. freely enjoy your retirement time and lifestyle. ensure the continuance of your worth. Contact us today to set up a confidential, no-cost, no obligation evaluation with a member of our team by  E-Mail or phone at  1-204-784-4586.

Fust  &  Associates Private Wealth Management

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