Insights
After reviewing the economic and market environment we offer the following comments.
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.
###
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.”