Investment Management

At First Fidelity, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client-focused personalized approach using multiple investment strategies. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

Exclusivity & Experience

Josh Perkins expands our services by offering professional money management through our strategic investment partner, Retirement Wealth Advisors, LLC (RWA). RWA is a SEC-registered investment advisor offering clients numerous proprietary portfolios, which are managed by FormulaFolio Investments, LLC. The FFI leadership team has over 50 years of industry experience, and our investment committee, more than 60. The portfolios are managed by their Chief Investment Strategist, Jason Wenk.

Jason Wenk is the founder and Chief Investment Strategist for FormulaFolio Investments, LLC. Prior to FormulaFolio Investments, LLC, he worked for Morgan Stanley, and also founded Retirement Wealth Advisors (an SEC Registered Investment Advisor) in 2002. While building portfolios for private clients at Retirement Wealth Advisors, FormulaFolio Investments, LLC was first developed. In addition to his work with FormulaFolio Investments, LLC and Retirement Wealth Advisors, Jason writes a popular investing blog that is followed by thousands of individual and professional investors from around the world.

Jason Wenk is a regular contributor to Forbes, Financial Planning, Think Advisor, On Wall Street, Wealth and many other popular financial media outlets.