Investor's Fiduciary Advisor Network, LLC
Investor's Fiduciary Advisor Network, LLC (Investor FAN) is a Boise, Idaho-based SEC-registered investment adviser founded in Washington, serving primarily individual investors, both high net worth and retail, as well as a small number of charitable organizations and businesses. The firm manages over $255 million in client assets across more than a thousand accounts (as of August 2024), employing a team of approximately 8-13 professionals. Investor FAN offers fee-based investment advisory and financial consulting services, prioritizing fiduciary responsibility and long-term wealth accumulation for clients. Their approach focuses on understanding each client's specific objectives, risk tolerance, and time horizon to provide highly tailored portfolio management and ongoing investment advice.
Investment Strategy
Investor's Fiduciary Advisor Network employs a disciplined, long-term investment approach centered around building diversified, tailored portfolios based on each client's unique goals, objectives, risk tolerance, and investment horizon. The firm avoids chasing market fads and stresses patience and steady wealth accumulation, favoring broadly diversified strategies that include mutual funds and ETFs. Their philosophy emphasizes risk management and individualization, maintaining close communication with clients to ensure investment recommendations and portfolio adjustments align with each client's changing needs. The firm operates strictly as a fiduciary, charging fees based solely on assets under management or flat consulting fees, avoiding commissions and third-party incentives to minimize conflicts of interest.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.63% | $17.8M | 35,883 | $458.35 | $497.41 | +$10.9M |
S SCHD | SCHWAB STRATEGIC TR | 4.78% | $12.9M | 485,525 | $27.32 | $26.50 | -$526.0K |
A AAPL | APPLE INC | 4.57% | $12.3M | 59,984 | $242.63 | $205.17 | +$1.3M |
Q QQQ | INVESCO QQQ TR | 3.66% | $9.9M | 17,862 | $511.23 | $551.64 | +$1.5M |
A AMZN | AMAZON COM INC | 2.30% | $6.2M | 28,248 | $219.39 | $219.39 | +$1.6M |