Overview

FPCM has provided for over 20 years, customized asset management and financial planning services to individuals, families and institutions. We differentiate ourselves as fiduciaries of our clients’ wealth, by sitting side-by-side with them, providing non-biased advice and personalized service. Direct Investment Program Discretionary Managed Accounts utilizing individual equity and fixed income securities. Portfolio allocations are managed in response to market developments, proprietary valuation work, and the investment objectives, risk tolerance, and tax sensitivity of each client. We focus on delivering performance over a long-horizon, providing advice throughout all the market cycles. Open Architecture Program Discretionary Managed Accounts utilizing mutual funds and ETFs (exchange traded funds). Our Open Architecture program differs differentiates from our Direct program, by focusing more on a top-down allocation strategy, and using a broad class of mutual funds and ETFs as investment vehicles. Real Estate Portfolio Program Non-discretionary Investment Accounts comprised of professionally-managed, privately-held real estate assets. For clients who qualify as “accredited investors”, our FPCM Real Estate service offers the opportunity to build a diversified and professionally managed real estate portfolio, by directly investing in separate individual properties. Financial Planning Program Advisory services to assist clients with analyzing personal goals and establishing short- and long-term financial plans to achieve them. FPCM’s Financial Planning advisory services focus on simplifying your financial life by working with you, and your professional team (e.g. accountants, attorneys, other advisors), to formulate, execute, and monitor a comprehensive, integrated, and consistent financial strategy. Our services cover a myriad of issues such as retirement and estate planning, risk and expense management, and gifting strategies.