Fsa Investment Group, LLC
FSA Investment Group, LLC is an American Indian-owned Registered Investment Advisor (RIA) headquartered in Pensacola, Florida. Founded to provide sound, independent advice, FSA serves tribes, high-net-worth individuals, and institutional clients nationwide, focusing especially on the needs of tribal nations. The firm builds long-term, collaborative partnerships and brings tailored financial expertise to support generational wealth and tribal sovereignty. As of 2025, FSA employs 14 investment professionals and offers strategic advice, portfolio management, and financial planning services for both individuals and organizations.
Investment Strategy
FSA Investment Group employs a disciplined and diversified investment approach, with a strong emphasis on long-term wealth preservation and growth for tribal entities and high-net-worth clients. The firm bridges traditional Native values with contemporary financial management, using a research-driven asset allocation process. It leverages strategic partnerships for enhanced research and analysis while maintaining personalized service and attentiveness. Investment allocations typically include diversified stocks, bonds, and global infrastructure, and the philosophy stresses perseverance, discipline, and opportunity capture even in times of market volatility, always with attention to the unique missions of its tribal clientele.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 66.32% | $89.6M | 3,664,331 | $23.12 | $24.44 | +$8.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | 21.97% | $29.7M | 163,271 | $181.74 | $181.74 | +$29.7M |
S SCHP | SCHWAB STRATEGIC TR | 2.39% | $3.2M | 120,927 | $25.91 | $26.68 | -$262.8K |
V VTHR | VANGUARD SCOTTSDALE FDS | 1.87% | $2.5M | 9,255 | $262.67 | $272.75 | +$846.3K |
A AGG | ISHARES TR | 1.29% | $1.7M | 17,497 | $96.90 | $99.20 | -$38.5K |