Foy Financial Services, Inc., is a registered investment advisory firm. We provide investment advisory services for both individual and corporate investors through direct services, subadvisory agreements, and solicitor’s agreements.
Direct services are provided for investors who receive advisory services that focus on portfolio management, estate planning, retirement planning, and asset allocation. We monitor client portfolios, make ongoing changes in asset allocation as market conditions change, and communicate frequently via monthly and quarterly commentaries and reports.
Foy Financial Services, Inc., also serves as a strategic partner for financial advisors with other firms via subadvisory and solicitor’s agreements. In this capacity we provide investment advisory services for their clients through the SELECTOR® Money Management Programs. SELECTOR® Money Management Programs monitor, allocate, and report on variable investment portfolios including mutual funds, variable annuities, and variable life contracts.