“Our number one goal has always been, and will continue to be, to serve our clients to the best of our ability,” said Bill Ramsay, Founder and Partner of FSI. “It’
“Determine appropriate risk, invest for the long term, use research to counter emotional behaviors, and keep it simple.” FSI has always used this philosophy to provide their clients with thoroughly researched and unbiased advice that has helped them weather past and recent economic conditions.
The National Association of Board Certified Advisory Practices (NABCAP) awards this designation annually. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry. The NABCAP Premier Advisors were announced in the June 22nd edition of the Triangle Business Journal.
About Financial Symmetry
Financial Symmetry, Inc. provides fee-only financial planning, investment management and wealth management services for individuals and their families. “Fee-
About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Visit www.NABCAP.org for more information.
Contact :
Heather Gudac
Financial Symmetry
Raleigh NC 27607
919-851-8200 x205
hgudac@financialsymmetry.com
http://www.financialsymmetry.com
