Andrew J. Fama Asset Management, LLC is a New York Registered Investment Advisory firm established in 2001. With over 30 years of experience representing financial institutions, businesses and individuals, Mr. Fama understands the risks inherent in all types of investments.
We offer professional wealth management services through a selection of no-load mutual funds. We employ both strategic and tactical asset allocation strategies.
As of December 31, 2010, the firm serves 28 families and related individuals. We presently manage approximately $27 million in assets for those families. Each family entrusts us with between $500,000 and $5 million for our firm to manage. Our firm can offer a balanced, conservative approach to investing while emphasizing the preservation of capital for individuals in or near retirement.
Please review our credentials below.
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Registered Investment Advisor - State of New York since 2001.
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Series 65 Securities License - Uniform Investment Advisor Exam.
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Bachelor of Arts in Psychology 1977, University of Notre Dame, South Bend, Indiana.
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Master’s Degree in Health Administration, 1980, St. Louis University, St. Louis, Missouri.
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Juris Doctor, 1980, St. Louis University, St. Louis, Missouri.
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Member; New York (1983), District of Columbia (1982) and Florida (1981) Bars.
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Former Visiting Professor, John Wiley Jones School of Business, State University of New York at Geneseo, NY. Courses taught: Tax Accounting for Individuals; Tax Accounting for Corporations, Partnerships and Estates; Business Law.
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Former Adjunct Professor of Business Law, Rochester Institute of Technology.
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Former Adjunct Professor of Tax Accounting and Business Law, St. John Fisher College, Pittsford, NY.