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Fourth Avenue Financial investment process provides a disciplined approach that removes the emotional reactions that may sabotage your chances of reaching your financial goal. As a client of Fourth Avenue Financial you can rest assured that a thorough process will be called upon to deliver an approach in line with your expectations.

We believe that your personal investment portfolio should reflect your tolerance for risk.  After all, a satisfying retirement is about more than your investment return. You should be comfortable with your holdings of Mutual Funds, ETFs, Stocks and Bonds, and other Securities, and know that your investments at Fourth Avenue Financial are being managed with your risk tolerance in mind.

Our model investment portfolios span the risk spectrum with seven models from very conservative to very aggressive.  We use top analytic software to evaluate each investment selection in your portfolio to be sure that we have Mutual Funds, ETFs, Stocks and Bonds, and other Securities that work together to achieve the targeted risk profile.  We constantly monitor your allocations and make adjustments if your investments stray from your investment policy statement.

We provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Preferred Stock
  • Mutual Funds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Exchange Traded Funds
  • Unit Investment Trust
  • REITs
  • Corporate Bonds
  • Municpal Securities