FSI Adds New Financial Advisor Members from Two Firms

Financial Services Institute / FSI Adds New Financial Advisor Members from Two Firms

FSI Adds New Financial Advisor Members from Two Firms

Momentum Continues to Build Towards Industry Unity
September 4, 2014

WASHINGTON, D.C. – In yet another strong show of support for the Financial Services Institute (FSI), Spire Investment Partners, LLC and Portfolio Resources Group, Inc. announced that their independent financial advisors are now new FSI financial advisor members. The financial advisors’ first-year membership is offered on a complimentary basis by their firm.

Dale Brown, FSI’s President & CEO, said: “Everything we do is aimed at increasing our advocacy success. Regulators and lawmakers pay attention when our members, their constituents, are engaged in the policy making process. Once again, our collective voice is growing stronger and more influential. The momentum our members are creating speaks loudly that every independent financial advisor should join the fight to protect their business by becoming an FSI member.”

Spire Investment Partners’ CEO, David Blisk said: “Spire has been a member of FSI since 2008 because they are the only organization that advocates on behalf of independent financial services firms like us — dually registered and hybrid. FSI shares our values and commitment to education and public awareness by representing Spire with our regulators, legislators and the investing public. Without FSI the best interests of our wealth advisors and clients would not be served.”

Antonio Camejo, CEO and Co-Chair of Portfolio Resources Group, Inc., said: “A growing number of investors are beginning to understand that they can make an impact by voting their conscience with their investment dollars, just like they do as consumers. Likewise, as a firm, we realized the importance of being part of an organization like FSI that gives voice to the interests of our specific sector of the financial services industry. Small independent advisors provide a critical service to the small investor, an investor who might otherwise be disenfranchised from professional financial advice. We look forward to a close collaborative effort with FSI to improve best practices in the industry and to reform, where necessary, misguided and burdensome regulatory mandates that negatively impact the ability of small firms to provide quality service. The proliferation of rules that neither serve the interests of clients, nor truly protect them, requires an industry advocate like FSI.”

In addition to advocacy, FSI financial advisor members receive: access to analyses of regulatory and legislative proposals; an Advocacy Action Center and all-in-one mobile app to easily communicate with legislators and regulators and keep up with industry news; opportunities to visit Capitol Hill and educate lawmakers; access to FSI’s Financial Advisor Summit and exclusive FSI publications and communications.

Members also now have access to two tools to help them sell the value of independence to prospective clients in order to grow their businesses. A 60-second video and corresponding infographic can be downloaded for free at Both tools have received review letters from FINRA and are client-ready.

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 37,000 independent financial advisors, and more than 100 independent financial services firms who represent upwards of 160,000 affiliated financial advisors. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit

About Spire Investment Partners, LLC: Spire Investment Partners, LLC is a premier Hybrid Independent Financial Advisory Firm and the parent of both a SEC RIA and a FINRA member Broker-Dealer. Spire Investment Partners offers Wealth Managers everything they need to run an independent practice including leading technology, customized compliance, back office operations and access to the 5 major custodial platforms. Wealth Managers who affiliate with Spire grow their practices faster and operate more profitably because we improve their operating efficiencies and give them back precious time to service their clients. Spire Investment Partners is headquartered in McLean, Virginia with advisors servicing clients across the country. For more information on Spire Investment Partners, LLC., please go to or call our toll free number: (800) 737-8907.

About Portfolio Resources Group, Inc.: Miami-based Portfolio Resources Group, Inc. is a unique, privately owned broker-dealer serving clientele around the world through a network of financial advisors located in the U.S., Israel, Spain, Panama, and Venezuela. With a strong commitment to socially responsible investing, the firm’s Impact Investing Division provides investors access to the best money managers with a clear commitment to sustainable investments. For more information on Portfolio Resources Group, please visit