Our Services.

Separate Accounts

SMAs

Orphaned IRAs, 401ks, Roth, Brokerage

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The 5505 Fund LP

5505

Exact replica of Warren Buffett’s early fund.

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Business Owners

Business

SEP-IRAs, Solo 401ks, SIMPLE IRAs, etc.

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Pathway Offshore

Pathway

For non-US clients, LP domiciled in B.V.I.

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Refer Someone You Care About to FSI

Know someone who's changed jobs and likely has an orphan 401k? We can help.