Investment Policy Statement (IPS) - Identify your investment goals and objectives built from your time horizon, attitude toward risk, required rate of return and liquidity requirements. At plan implementation, FRS professionals offer a broad selection of qualified and non-qualified investment instruments including mutual funds, stocks, bonds, annuities, public/private partnerships, REITS, executive compensation plans, and a wide array of fee-based investment management services.

Portfolio Administration & Management - Assets allocation within the Managed Assets Program (MAP) help identify appropriate prescreened managers based on their style behaviors and sensitivity to market and business cycles that display the closest risk/reward characteristics of your IPS. FRS monitors performance with comprehensive Quarterly Performance Reports. Review and rebalance (if needed) help to adhere to your IPS. FRS incorporates life changing events that align with the business IPS.