At FIA, transparency means a commitment to provide our clients with timely, consistent and comprehensive market and portfolio information. We employ a combination of written materials, in-depth analytics, visual media, and personal meetings to keep our clients well informed. Some examples of these communications include:

Fridson Investment Advisors’ View of the Market: A monthly view of the below-investment-grade credit market featuring Marty Fridson’s unique insights.

Portfolio Review: A qualitative and quantitative assessment of recent portfolio activity including highlighted investments, recent security decisions, and performance attribution.

FIA webcasts: Interactive web-based events enabling clients to stay current on the investment strategy of the Fridson Credit Strategies Fund.

Access to the FIA Investment Team: Our investment team values greatly our client relationships and always makes themselves available to talk and meet with clients.

The bottom line: To any investment management relationship is investment performance. Each and every day, our team at FIA strives to provide superior investment performance for our clients, and to ensure that they have a clear understanding of how that performance was achieved.