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Fiat Wealth Management

Fiat Wealth Management

1907 Wayzata Blvd E Suite 320, Wayzata (MN), 55391, United States

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(952) 426-9116

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA closed
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 15:00
About We are independent financial advisors who provide comprehensive financial planning and asset management for our clients. Our independence means we offer objective advice without being tied to any specific product, company or service.
Fiat Wealth Management cover
Mission There are two main schools of thought in the investment world. The traditional stock picker, such as Warren Buffett, focuses on the conversation around a specific investment. The asset allocator follows the work of Harry Markowitz, better known as modern portfolio theory. Fiat Wealth Management’s investment philosophy is a hybrid of these two.
1. We build our foundation on diversification.
2. We must identify the emotions of fear and greed in ourselves in order to avoid the bubbles they create.
3. We seek value in the market place, and when identified we will take advantage of it.
4. We will invest in the ideas of tomorrow, always looking for companies with a successful business model today.
Description We are independent financial advisors who provide comprehensive financial planning and asset management for our clients. Our independence means we offer objective advice without being tied to any specific product, company or service.
  • 1907 Wayzata Blvd E Suite 320, Wayzata (MN), 55391, United States
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