Fiscal Dynamics Incorporated

Fiscal Dynamics, Inc. is a registered investment adviser established in 1986, located in Connecticut. The firm offers financial planning services covering various aspects such as personal finance, tax planning, investments, retirement, estate planning, and more. They also provide manager selection programs where clients can choose from recommended money managers to manage their portfolios. The firm manages individual portfolios using no-load mutual funds, offering both discretionary and non-discretionary services. Additionally, they offer tactical portfolio management services with four model portfolios based on different equity percentages. Fiscal Dynamics does not charge performance-based fees and serves a range of clients including individuals, high net worth individuals, corporations, trusts, and pension plans. The firm's investment strategies include long-term purchases and fundamental analysis. Regarding fees, Fiscal Dynamics charges financial planning fees based on the complexity of services provided, and portfolio management fees are a percentage of assets under management, typically ranging from 0.5% to 2.00%. The firm does not participate in soft-dollar arrangements and does not have custody of client accounts. Clients have the option to provide discretionary authority for asset management, and the firm does not vote proxies on behalf of clients. Fiscal Dynamics has no reportable disciplinary events and does not engage in principal transactions. The firm's principal executives are Brian P. Sullivan and Richard P. Sullivan.