At The Fauser Group, we believe in combining top-notch financial expertise with great customer service. We provide advice that’s independent and transparent—no selling of proprietary products, just objective advice. Our mission is to give you a much better financial experience than you’ve had before, with consistent value and a client-focused approach.  

We believe in taking advantage of both short-term market opportunities and long-term efficiency. Our strategy is built on modern portfolio theory, using primarily individual stocks and ETFs for their low cost, tax efficiency, and liquidity. We focus on long-term financial security, ensuring that staying invested in a well-diversified, passive portfolio yields better results than trying to time the market.  

Diversification is key. We spread investments across different asset classes to minimize risk and optimize returns. Global allocations, rather than concentrating solely on one country, help us reduce risk. We also pursue high-quality investments that are fairly priced and avoid overvalued assets, ensuring a value-focused strategy.  

While the core of our portfolio is passive, we add a tactical component to take advantage of short-term market volatility. These satellite trades may be as brief as a few days or as long as a couple of years, depending on opportunities in the market. Clients have the flexibility to choose how much of their portfolio is allocated to these tactical positions.  

Lastly, we are diligent about managing costs and taxes. We keep investments low-cost, tax-efficient, and harvest losses throughout the year to reduce capital gains. Our goal is to help you retain more of your returns by carefully managing tax impacts.