Welcome

For nearly 25 years Jim Farrish and his team have been helping individual investors like you define and invest for the achievement of their financial goals. As investing has become more complex, investors have to become more adaptable and more focused on strategies for investing that fit their personal money psychology and work for them. It isn’t just about strategy, but rather a strategy appropriately chosen that works for the individual nature of an investor.

Whether you are looking for someone to manage your money in customized portfolios or simply someone to assist while you “do it yourself”, Money Strategies has a solution for you. Our complete investment advisory service is the choice for an investor who knows what they want from their money, but does not have the time, ability or inclination to do it themselves. On the other hand, the Sector Exchange Advisor service provides a focused sector investing strategy for a flat fee encompassing the concept of Your Portfolio, Our Ideas and Your Decision. Which one is appropriate for you depends on what you want.

Not everyone is a fit for Money Strategies, but the only way to find out is to look around, read and ask questions.