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Investment Management

Our experience with investment management allows us to efficiently assess and build portfolios and strategies that help you work towards meeting your desired outcomes.

Your needs drive our approach to building portfolio solutions

We carefully consider portfolio objectives when making asset allocation and manager selection decisions in order to control risk and return characteristics. Portfolios are then designed with a strategic framework and are tactically managed to aim toward taking advantage of market opportunities.

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Asset allocation

Strategic target weights are determined by the risk/ return profile for each individual asset class/category.

Tactical rebalancing occurs based on ongoing evaluation of the market environment, opportunities, and potential risks.

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Manager selection

All managers are thoroughly vetted through a rigorous due diligence process prior to approval for consideration for use.

Manager allocation decisions
are a function of ongoing due diligence on underlying asset managers.

Ongoing due diligence and understanding of manager portfolios
allows us to select the most appropriate solutions.

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Risk management

Risk analysis is performed at the portfolio and manager level.

Monitoring of risk exposures and strategy deviations is ongoing.

“Look through” analysis allows us to monitor aggregated exposures.

As needed, quantitative reports monitor volatility, return, cross correlations, drawdown and other relevant statistics across the entire portfolio.

Factors considered for portfolio selections

We consider economic themes when managing the allocation of assets across multiple asset classes and investment strategies. The result is a personalized, tailored program designed to help meet your unique financial and wealth objectives.

 

Flagstar Advisors Portfolio Model

Asset classes we consider

As an independent firm, there are no proprietary products to prioritize. Rather, we believe in an approach determined by our understanding of our clients and their needs, regardless of the brand on the solutions.

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Equity

  • US large, Small/Mid
    (value and growth)
  • Micro Cap
  • International Large, Small/Mid
    (value and growth)
  • Emerging Markets
  • Europe/Asia
    Ex-Japan
  • Global Equities

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Fixed Income

  • Municipal,
    High Yield Muni
  • Intermediate Term, TIPs
  • International/
    Emerging Markets
  • Investment Grade,
    High Yield Corp
  • Mortgage Backed Securities
    Leveraged Loan

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Alternatives

  • Fund of Funds,
    Multi-strategy
  • Diversified Credit
  • Long/Short Equity
  • Market Neutral/
    Relative Value
  • Event Driven
  • Trading Strategies/
    Managed Future

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Liquid Real Assets

  • Commodities
  • REITs
    (Real Estate Investment Trusts)
  • MLPs
    (Master Limited Partnerships)

Dedicated to helping advance your financial goals

At Flagstar Advisors, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.

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About Flagstar Advisors

Explore our single point of contact culture.

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Our investment philosophy

Personalized portfolio construction.

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How to get started

Let's explore the possibilities together.

Each relationship is customized around you

Flagstar Advisors are dedicated to helping advance your wealth, investment, and retirement goals.

Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Advisors are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.

The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.

Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.

Flagstar Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by FINRA or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Flagstar Bank, N.A., and Flagstar Advisors comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is utilized to verify your identity.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.