Bridging the gap between traditional values and modern management

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. We base our success not only on the investment returns we generate for our clients but also on building collaborative, supportive, and candid relationships that maximize the opportunity for successful partnerships.

Our team understands that tribes are a distinct class of institutional investors, driven by their mission to provide for future generations. Our deep commitment to Indian Country and passion for helping tribes achieve their objectives is the reason FSA Investment Group has become the advisor of choice for tribes of all sizes across the country.

As a boutique investment advisory firm focused on serving Indian Country, we have built strategic partnerships that allow us to leverage the extensive research and analysis of a larger firm. In many ways, these partnerships provide our clients with the ability to obtain the ideal combination of personalized service, attentiveness, and investment expertise.

Trust and Endowment Services

Assisting tribes with the formation and management of their Trusts and Endowments since 2003.

Enterprise Funds

Supporting tribes with the structuring, monitoring and investment of Tribal Operating Funds.

Trust Operating Funds

Maximizing the earnings and use of their Tribal Business and Enterprise Funds.

Sovereign Wealth Funds

Guiding tribes with the creation and implementation of their goals to provide financial resources for strong Tribal governments.

Individual High Net Worth Services

Working with a select group of individuals and families with their investments.

The Premier Financial Advisory Firm in Indian Country

Comprehensive Investment Management and Financial Advisory Services

Representatives in
California, Alabama, and Florida

8 Tribal Clients Throughout Six States

Latest Insights

December 2024

SKYLER ERBEN EARNS ACCREDITED INVESTMENT FIDUCIARY® DESIGNATION FROM Fi360

Pensacola, FL – December 4, 2024 - Skyler Erben, CFP®, Director of Business Development for 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.

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.

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