Insights
After reviewing the economic and market environment we offer the following comments.
October 2024
FSA INVESTMENT GROUP ANNOUNCES APPOINTMENT OF DR. BELINDA MILLER TO DIRECTOR OF TRIBAL INVESTMENTS
Pensacola, FL – October 25, 2024 – FSA Investment Group, a leading provider of investment management services to Indian Country, is pleased to announce the appointment of Dr. Belinda Miller to Director of Tribal Investments. In her new role, Dr. Miller will be responsible for deepening and strengthening relationships within Indian Country while leading the firm’s financial literacy and investment education to minors and tribal members.
“As the Director of Tribal Investments at FS Advisors, it is my mission to empower the Native community to grow sustainable economies and generational wealth,” said Dr. Miller. “I am dedicated to breaking down the barriers we face and reducing the stereotypes surrounding our culture and our community while increasing the potential of our youth and the longevity of our people.”
Dr. Belinda Miller is an enrolled member of the Eastern Shawnee Tribe of Oklahoma. Prior to joining FSA-IG, she served as a Financial Advisor with Edward Jones and a professor at the Louisiana State University-Alexandria College of Business. Dr. Miller brings more than 10 years of business consulting and client relations experience to her role at FSA-IG.
Dr. Belinda Miller received her Doctorate in Business Administration from Walden University, specializing in Social Impact Management. Prior to her doctoral studies, she earned a Master's in Business Administration from Brenau University and a Bachelor's in Applied Science in International Business from St. Petersburg College.
In addition to her academic achievements, Dr. Miller was recognized as a "Top 40 Under 40 Native American Professional" in 2018 by the National Center for American Indian Enterprise Development. She has also obtained several advanced financial certifications, including Certified Retirement Planning Specialist (CRPS), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS®).
"We are thrilled to welcome Dr. Belinda Miller to FSA Investment Group. Her appointment underscores our commitment to providing exceptional investment management services to Indian Country,” said Andy Webb, Partner and Chief Investment Officer at FSA Investment Group. “We believe her expertise and passion will significantly enhance our ability to empower Native communities and create lasting economic opportunities."
About FSA Investment Group
FSA Investment Group is an American Indian-owned Registered Investment Advisor ("RIA") firm that provides sound, independent advice to tribes and high-net-worth individuals. Committed to "Ensuring Financial Prosperity for Future Generations," FSA offers deep expertise, innovative approaches, and a comprehensive array of services tailored to the unique needs of its clients. The firm’s success is rooted not only in generating investment returns but also in building collaborative, supportive, and candid relationships that foster successful partnerships.
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September 2024
FSA Investment Group Announces Promotion of Skyler Erben to Director of Business Development
Pensacola, FL – September 3, 2024 – FSA Investment Group, a leading provider of investment management services to Indian Country, is pleased to announce the promotion of Skyler Erben to Director of Business Development. In his new role, Erben will be responsible for expanding the firm’s client base and driving strategic partnerships.
Mr. Erben brings a wealth of knowledge and expertise to his new position, having honed his skills and insights over time in investment consulting. His extensive industry experience and leadership qualities have been instrumental in guiding teams and driving successful outcomes. Prior to joining FSA, Mr. Erben worked as an advisor consultant for Russell Investments, delivering investment solutions and strategic planning expertise to top Investment Advisor Representatives and Financial Advisors on the west coast. Mr. Erben holds the CERTIFIED FINANCIAL PLANNER™ certification and graduated from Pacific University with a degree in Economics. He was also the founder of the Pacific University Sustainable Investments club and currently serves as Vice President and Independent Director for the foundation overseeing the university’s real estate portfolio.
“We are thrilled to recognize Skyler’s outstanding contributions to FSA and his dedication to our clients,” said Andy Webb, Partner and Chief Investment Officer at FSA Investment Group. “His exceptional skills and proven track record make him an invaluable asset to our team. We are confident that he will continue to drive our growth and success in his new role.”
About FSA Investment Group
FSA Investment Group is an American Indian-owned Registered Investment Advisor ("RIA") firm that provides sound, independent advice to tribes and high-net-worth individuals. Committed to "Ensuring Financial Prosperity for Future Generations," FSA offers deep expertise, innovative approaches, and a comprehensive array of services tailored to the unique needs of its clients. The firm’s success is rooted not only in generating investment returns but also in building collaborative, supportive, and candid relationships that foster successful partnerships.
To learn more about the FSA-IG team, please visit us online.
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August 2024
Matthew Durham Earns Accredited Investment Fiduciary® Designation From Fi360
Matthew Durham, Chief Operations Officer of FSA Investment Group, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.
December 2023
Against the Wind
" As the sun sets in 2023, we look ahead to which way the winds will blow in 2024, letting the data tell us if we should be running with or running against the wind.”