The Art and Science of Investing
At Fierce, we believe investing should be deeply personalized. Our boutique approach to wealth management provides clients with highly customized investment strategies and unparalleled service.
Why Fierce?
We prioritize quality over quantity. Unlike mass-market firms that manage thousands of client accounts, we intentionally maintain a limited and exclusive client base to deliver truly personalized service. Clients communicate directly with our portfolio managers comprised of Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®) professionals. A benefit rarely offered to individual investors at larger firms.
Investment Management Strategies
At Fierce, we design and manage disciplined investment strategies for clients seeking income generation, long-term capital appreciation, or a combination of both.
Active Strategies
Active portfolio management aims to generate income and capture profits. Active strategies emphasize rigorous research, risk management, and discipline. Fierce manages active investment portfolios for high-net-worth individuals and trusts with investable assets exceeding $1mm.
Passive Strategies
Passive portfolio management aims to achieve long term capital appreciation based upon the client’s personal risk tolerance and financial objectives. Fierce manages passive investment portfolios for individuals and trusts with investable assets exceeding $500k.
Hybrid Strategies
Hybrid portfolio management combines both active and passive investment management strategies for those seeking income generation as well as long term capital appreciation. Fierce manages hybrid investment portfolios for individuals and trusts with investable assets exceeding $1mm.
Portfolio Managers
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Alex Kondeas, PhD, CFA®, CFP®
Chartered Financial Analyst® , Certified Financial Planner™ and managing partner of Fierce Financial Group. Previously, Alex was a tenured professor and Chair of the Department of Accounting, Economics, and Finance at Winston-Salem State University (WSSU). Alex was also the Coordinator of WSSU’s CFP® Board-registered program in Personal Financial Planning, and Director of the WSSU Center for Excellence in Financial Services. Alex has published many articles related to investing and economics and has written finance textbooks for various universities that are still in use today. Alex taught finance for more than two decades and trained many financial advisors entering the profession over the years.
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Chris Cercy, CFP®
Certified Financial Planner™ and managing partner of Fierce Financial Group. After earning his degree in finance while studying both economics and mathematics, Chris embarked on a mission to uncover the inner workings of traditional, big-box investment firms. After seeing advisors prioritize commissions over clients' financial well-being, Chris seized upon the opportunity to create a firm that empowers clients and always places their interests first. With the help of Alex, his former college finance professor and mentor, Fierce Financial Group was born. Chris turned his dream into a reality with Fierce— a wealth management firm that champions transparency, focuses on the details, and sweeps away conflicts of interest with fee-only advice.
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Transparent, accessible, and personalized.
The way wealth management should be…
Are you tired of being sold investment products such as annuities, mutual funds, and life insurance?
Experience the Fierce difference: No sales tactics, no commission-based products, and no cookie-cutter strategies. We offer fee-only investment advice with unparalleled service to help achieve your financial goals.
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