FINANCIAL MANAGEMENT NETWORK INC

Overview

Financial Management Network Inc. is a privately owned corporate advisory firm that serves both individual and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for larger business and institutional clients, and pension consulting. The firm also operates in an insurance brokerage capacity and maintains affiliations with broker-dealers, insurance companies and real estate brokerages, which informs its use of insurance and annuity products within client solutions. Investment activity centers on liquid, public-market vehicles for core exposure and selective allocations to third-party alternative managers. The firm leans heavily on mutual funds and exchange-traded funds as primary building blocks for diversified client portfolios while allocating to hedge funds and commodities for alternative risk/return and diversification. Fee arrangements are mixed—percentage of AUM, hourly, fixed fees and other structures—allowing flexibility across different client relationships and account types.

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