This is FIT Asset Management
Our approach is rooted in our name. FIT is an acronym for Fundamentals Integrated Technical’s. The process we deploy is designed to capitalize on the momentum of individual stocks as they rise. When fortunes turn, we take the emotion out of selling stocks by deploying 100% technical analysis to part with names in the portfolio. This process creates an opportunity for upside capture with an emphasis on downside protection.
Welcome to FIT Asset Management.
Our Beginnings
Investing Landscape
Back in 1987 during one of the most turbulent markets in the modern era our founder and CEO embarked on a career to buy and sell stocks in the public markets. Over this span FIT Asset Management has continued to refine our process and adapt to the ever-changing landscape of investing. We always strive to be the best we can be when entrusted to manage the wealth of others.
Our Vision
We have set out to do things a little differently
Most investment professionals will take either a bottom up or top-down approach to investing in individual stocks. Recognizing that most investment professionals are pretty good at picking stocks, we believe the opportunity lies in knowing when to sell an investment. Utilizing only fundamental analysis in your investment process can lead to over-dependency on the “winners” in your portfolio. This can force a lot of our competition to “marry” an individual holding well beyond its viable return expectancy. By deploying 100% technical analysis to the sell discipline, we remove the emotional attachment to stocks.
FIT Alpha SMID
The portfolio invests in stocks of medium and small companies (under $20 billion market cap) that are listed on U.S. domestic stock exchanges.
The portfolio invests in stocks of medium and small companies (under $20 billion market cap) that are listed on U.S. domestic stock exchanges. Our process uses a proprietary scoring system incorporating both fundamental and technical analysis to add stocks to the portfolio. When eliminating, or selling, stocks from the
portfolio, the team uses 100% technical analysis.
FIT ACE Large Cap Core
The FIT ACE Large Cap Core portfolio invests in companies of all sizes listed on U.S. domestic stock exchanges.
The FIT ACE Large Cap Core portfolio invests in companies of all sizes listed on U.S. domestic stock exchanges. Although there are no restrictions on how much the portfolio can invest in smaller and mid-size companies, the portfolio typically focuses on larger and mega cap companies. Our internal buying process using fundamental and technical analysis will help in the discovery of both value and growth-oriented stocks with no static percent required for either discipline. 100% Technical Analysis is used to sell stocks. Using Technical Analysis to sell individual stocks in the portfolio keeps us disciplined in our process and helps avoid emotional attachment to any one position.
Accessing FIT
We provide both FIT ACE & FIT Alpha trades through signal agreements, which consist of automated updates to all
buys and sells with the 3rd party advisor making trades through their own trading systems.
Both FIT ACE & FIT Alpha can be acquired through Marketplace in Charles Schwab’s Managed Accounts platform,
click Marketplace, Search: FIT Asset
Investment Services: Through use of a LPOA structure or signal agreement’s we offer investment management services using our Core, Factor & Opportunistic (CFO) portfolio structure. We provide real-time buy and sell orders as the decisions are made. These can be combined with both of our individual stock portfolios, FIT ACE & FIT Alpha.
Newsletter, real-time access to investment team & client meetings are all available with any of the above services.
ready to start?
Meet the team
We are the investment and planning professionals with experience in wealth and institutional management. Together with our partners in estate planning, taxation and retirement planning we strive to get our clients the most well rounded, top to bottom, comprehensive plan. Once the relationship is established with all those within our community we pride ourselves on consistent and thorough monitoring of all of our plans and accounts.
Brian Miller
Founder and Chief Investment OfficerBrian Miller is the founder and chief investment officer of FIT Asset Management. Brian holds a bachelor’s degree in business and economics from Plymouth State University and a master’s degree in finance from the University of Colorado at Denver. He spent many years at Invesco Funds Group as the lead portfolio manager of the $140 million Invesco Global Telecommunications Sector Fund, which was ranked in the top 25% after four years of him running the product. In addition to the lead portfolio manager role, Brian was the assistant portfolio manager of the $1 billion Invesco Technology Fund. Brian also served as the co-portfolio manager of a $300 million equity product covering the Healthcare, Financial, and Technology sectors at CoBiz Wealth, as well as the Consumer Discretionary and Consumer Staples sectors. Outside of the office, Brian is the founder of a 75+ member road bicycling club and enjoys playing hockey and exercising with his family. To learn more about Brian, connect with him on LinkedIn.
Bill Donohue, CFP®
Managing Director and Wealth AdvisorBill is the managing director of FIT Asset Management and one of the CERTIFIED FINANCIAL PLANNERS™ at FIT. He brings institutional experience that includes time in the distribution, accounting and operations departments for two multi-billion dollar asset managers. Bill holds a Bachelor of Science degree in Economics from Plymouth State University in New Hampshire. After college he was able to obtain his NASD/FINRA license Series 7 & 63 while working in Boston, MA. That same opportunity got him to Chicago where he worked on La Salle Street as a Stockbroker. He spent 10 years at Oppenheimer Funds Inc., working as Controller in the fund accounting department and finishing out in the distribution arm of the firm as a regional sales representative and E-Wholesaler. He was an instrumental part of getting a hybrid desk started at the firm. Most recently Bill spent 17 years at Ivy Investments. In that role he was able to raise over $4 billion in assets in the Four Corner’s territory. He aided in beating many of the stated goals throughout his tenure. While at Ivy Investments, he was awarded with many awards including the coveted Presidents Award and Ivy Cup which is bestowed to the person most appreciated by his or her colleagues. His interests include history & music. He also has the travel bug and loves his time abroad with his wife, Danielle. You might see them at a few of the local live music venues as well. Please connect with Bill here; LinkedIn.
Aaron Anderson, CFP® CLU® ChFC®
Chief Compliance OfficerAaron Anderson is president and managing partner of FIT Wealth Management with over 12 years of experience in the financial industry. Aaron is passionate about offering a client experience that goes above and beyond the industry’s standard and managing his client’s financial lives with a high level of trust and integrity. Aaron graduated from Colorado Christian University with a bachelor’s degree in communication and went on to obtain an MBA in financial planning from California Lutheran University. Aaron also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant® (ChFC®) designations. Prior to joining FIT Wealth Management, Aaron spent many years as a portfolio manager and wealth planning advisor at CoBiz Financial and as a senior investment advisor at Private Capital Management. Connect with Aaron on LinkedIn to learn more.