Since the Firm’s humble beginning in 1992, FS Advisors Wealth Management (formerly Fox-Smith Wealth Management) has grown into one of the largest privately held wealth management firms in Colorado. As one of Denver’s premier financial firms, we are often asked to provide business strategy services to other advisors who want to learn the unique way we work.
What is it about FS Advisors that makes us so sought after and different from other financial advisors? First of all, did you know that a majority of advisors today do not manage their clients’ money or make any investment decisions? Instead, they outsource that work to a third-party money manager. We do not.
We are in-house, tactical asset managers. Gus Fox-Smith, our founder, understands that you likely want to sit face-to-face with the person making decisions on your behalf — not “farm them out” to an unknown firm. Managing strategies in-house also eliminates a second-tier of fees which many firms have to charge for outside money managers. You get tactical services usually reserved for ultra-high-net-worth individuals, while typically paying a lower fee.
Our investment philosophy is that neither the pure “buy-and-hold” approach, nor a purely tactical approach will produce the best results over time. Whereas most advisors still subscribe solely to one model or the other, we believe that a marriage of the two concepts has the potential to provide optimal results in the long term, as well as greater protection for a client’s hard-earned assets against market volatility.
At FS Advisors, we believe in serving as agents for financial education for our clients and in our community. As we lead, we also take the time to educate you through in-depth review meetings, informative analysis and responsive communication. By educating, we aim to help you feel confident in your decisions and your future.
Here at FS Advisors Wealth Management, we find great fulfillment in exceeding your expectations and impacting your life in positive ways — whether that’s through helping you do more than you thought possible with your existing assets or through providing fast, accurate answers, or an above-and-beyond excellent client experience.
While many advisors use passive strategies hoping to weather the storms of the markets, we try to chart a course around them. Through an active asset management approach, we manage risk differently and may be able to take advantage of opportunities others miss, even in down markets.
We’re committed to fast, responsive service to ensure you can get the timely, accurate answers you need. Our desire to provide an excellent client experience means we’ll see every inquiry through to your full satisfaction.
We place an emphasis on educating our community. For clients, this means our review meetings are in-depth and market analyses are informative. For the greater community, we strive to spread financial literacy and understanding.
While we can’t predict your future or the markets, we can help protect you against what you might encounter. We take proactive measures to manage your risks with the goal of minimizing the impact of life events as well as inevitable market downturns.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Investors should consider their financial ability to continue to purchase through periods of low price levels.
The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC
We offer tailored strategies and personalized planning for individuals and business owners in CO and beyond.
We take a tactical approach through in-house, active asset management to help you manage risk and seize opportunities.
Our teamwork element adds a broader perspective and creativity to all we do, which means increased benefits for you.