NetworkยทVenture Capital
๐ MONUMENT, CO
SEC CRD #801-135990
Home - FAi | Investments | Financial Planning | Advisor Independence Skip to content Loading... Right People . A Universe of Investments . Home Home Etadelta561 2026-05-06T22:34:14+00:00 A Holistic Approach For Planning Investment As fiduciaries, we offer a holistic approach that encompasses your full financial and life picture. With a commitment to assist our clients in building long term successes, our advisors look at offering individualized recommendations to clients that fit with their stated and planned goals Learn More *Image above is illustrative and NOT indicative of any specific investment portfolio or recommendation made by FAi. Committed to helping you build your long term planning successes. Investment Management We manage ETF s (Exchange Traded Funds), Equities and Mutual Funds in a macro portfolio strategy. Learn More Adviser Independence Our Advisers for Advisers team will help you make a seamless transition and offer ongoing support. Learn More Financial Planning We offer tailored financial plans built specifically for your individual situation, timelines and goals. Learn More Investment Numbers A world of Investment Opportunity. Who do you select to help you navigate those waters? Learn More 0 Financial Advisors in the United States 0 Approximate number of stocks traded on the NYSE 0 Years of Combined Experience at FAi 0 Advisers Transitioned to Independent at FAi Ready to talk? One of our advisors is ready to speak with you when you are ready. Let s Talk *I
JASON ROQUE
CCO
๐ (719) 357-7189
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AUM
$100M
Location
MONUMENT, CO
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