CM
Cfpâ Matthew Kogan
Executive Vice President And Portfolio Manager at Fma Advisory
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Work Experience
Executive Vice President And Portfolio Manager
Jun 2015 - Present · 9 years and 7 months
bryn mawr capital management
Managing Director And Chief Operating Officer
Jul 2006 - Jun 2015 · 8 years and 11 months
Business Manager, Corporate Counsel
Mar 2001 - Jun 2006 · 5 years and 3 months
Company Details
2-10 Employees
We offer customized portfolio planning services for individuals, businesses, retirement plans, trusts, and endowments. With a reputation for trusted advice and strategic financial guidance, our team helps our clients build wealth and control their financial futures. Clients across the U.S. have entrusted us with over $350 million in assets to manage to help them build their financial futures. We take our responsibilities very seriously. At FMA Advisory, we act as fiduciaries for our clients. Acting as fiduciaries means that we uphold a higher professional standard, acting solely in our client’s best interest. We work in concert with our clients' professional tax and legal advisors to provide comprehensive investment advice for Individual Wealth Management, Individual Retirement Accounts, Corporations & Privately Held Businesses, Corporate Retirement Plans, Non-Profit Organizations, Charitable Trusts & Endowments. In structuring portfolios, FMA’s philosophy is one of balance. Our fiduciary management designs customized and diversified portfolios to conserve assets, while maximizing growth. Each portfolio is crafted according to a client’s individual risk tolerance, liquidity needs, and short- and long-term goals. Creating customized portfolios for your peace of mind—that’s Compounding the future of You.SM SOCIAL MEDIA DISCLAIMER: http://www.fma-advisory.com/media/social-media-disclaimer/
Year Founded
1987
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Investment Services, Unknown, Criminal Attorneys, Investment Services
HQ Location
1631 North Front Street Harrisburg, Pennsylvania 17102, US
Keywords
Individual Wealth ManagementCorporations & Privately Held BusinessesIndividual Retirement AccountsCorporate Retirement PlansNon-Profit OrganizationsCharitable Trusts & Endowments
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