The LA Investment Advisor’s Guide to Technology

We Can Help

When you download your free copy of Investing in High Net Worth Clients: The LA Investment Advisor's Guide to Using Technology to Manage and Grow Your Firm, you'll learn how to:

Manage key business functions using technology (pages 3-7)
Protect you firm's technology (including portfolio management and trading systems (pages 8-11)
Stay current and compliant (pages 12-13)
Select the right IT service provider (pages 14-15)

To get your free copy of Investing in High Net Worth Clients: The LA Investment Advisor's Guide to Using Technology to Manage and Grow Your Firm, simply fill out the form to your right.

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Please join us for our official Ribbon Cutting Ceremony and Housewarming mixer as the West Valley Warner Center Chamber of Commerce welcomes FPA into the WVWC community of businesses.

Please join us Wednesday...

21820 Burbank Boulevard, Suite 230, Woodland Hills, CA 91367

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On behalf of everyone at FPA, we hope you, your employees and your loved ones are safe and healthy.

On Monday, March 16th, we sent an update with our response to COVID-19 and our ability to service our clients without disruption. As things are evolving quickly, we continue to actively monitor the developments of COVID-19 and adhere to the recommendations of federal agencies and local governments.

With that, we are working remotely following the mandates, including practicing social distancing, and essential-only onsite visits. With our investment over the years in our technology infrastructure, we are 100% fully functional remotely connected and are fully equipped to continue servicing our clients seamlessly, for as long as we need to, whether our offices are physically open or not. We continue to operate with a "business as usual" approach, just from a different location.

In the interim, if there is anything we can do for you, please reach out to us directly. We are thankful for the relationships we've developed with our clients over the years, so know that we are here for you. We are in this together, and together we will navigate these uncertain times.

To your health, well-being, and success!

Craig Pollack and The FPA Team

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Attend our FREE Live Webinar to learn what an effective Cybersecurity User Awareness Training Program looks like, why it's important NOT to train your staff only once, and what could go wrong with an improper training program.

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Attend our FREE live webinar to learn about how cyber liability insurance fits into your overall business asset protection plan, what is and what isn’t covered under general and E&O insurance policies, and what, specifically, cyber breach insurance covers.

Introducing the Presenters:

Craig Pollack is the Founder & CEO of FPA Technology Services, Inc. With over 25 years of experience building the preeminent IT Service Provider in the Southern California area, Craig is one of the area’s leading authorities on how small to mid-sized businesses can best leverage and protect their technology.

Justin Reinmuth is the Founder & CEO of The Technology Risk Underwriting Group as well as President of McCormick & Reinmuth Insurance Agency. With over 2,500 businesses currently insured, Justin is an expert in the area of cyber insurance including cyber liability, cyber breach, and cyber crime coverage.

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How to Protect Yourself and Your Identity Online!

Attend our FREE Live Webinar to learn the fundamentals of how to protect yourself while online from threats, hacks, CEO fraud, and more. This webinar is meant to give you real and meaningful ways to protect yourself - without all the techno-bable.

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The 2nd Level Everyone Needs to Know to Leverage Microsoft Teams to its Fullest!

Attend our FREE Live Webinar to help you increase your capabilities within Teams to increase your collaboration, workflow, and knowledge sharing in the “new normal”. This webinar is meant to give you the knowledge, understanding, and tips & tricks to take your use of Teams to the next level.

What attendees will learn:

1. How to create and manage your Teams.
2. The difference between a Team and a Channel.
3. How to invite people outside of your organization into your meetings.
4. How to integrate OneNote into your Teams.
5. How to add other tabs and apps to your Teams.
6. Valuable intermediate Teams’ Tips & Tricks.

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