Investing For Your Aspirations
Committed
to your best
interests
We begin every relationship with a focus on communication. Providing you with a space to comfortably and candidly discuss you goals and aspirations is essential to building trust.
Here’s what that looks like
Introduction
You schedule a FMLY Foundations call to discuss your goals and see what working together might look like.
FMLY
Our 4 step process dives into the available resources and potential strategies that may help you accomplish your goals.
Service
We are regularly monitoring your investments and seek to meet on a regular basis to ensure our recommendations remain relevant to your changing situation.
Confidence
Security
Peace of mind
As markets rise and fall, an investors discipline can be challenged. During those times when the market is down, we believe it is our role to provide confidence in the path you have chosen, help you focus on what you can control, and work to instill calm when things don’t go according to plan.
We’re happy to help!
START A CONVERSATION
Wealth management should be exciting, educational, and pressure-free.
We provide on-going wealth management services to clients that are seeking advice and have a desire to leverage the expertise and experience of a professional team.
Retirement
Education
Getting pulled in every direction while trying to create the future you dream of can be exhausting. To make things a little easier we host regular online education events we call, “FMLY Meetings”.
Learn More
Occasionally we host intimate “FMLY Dinner” gatherings curated to comfortably discuss the concerns we undoubtedly all have while delivering information that might easy the anxiety of an uncertain future.
Learn More
We’re putting you in the driver seat.
Tell us where you’d like to go and we’ll help you get there.
This short exercise was designed to focus on you and what you would like to accomplish. We want you to be completely comfortable and have a clear idea of what you’d like to discuss before we meet for the first time.
Complete the FMLY Foundations exercise to shape your planning experience.
We value clarity and open communication.
We get these questions a lot.
We charge a fee that’s a percentage of the value of the investments we manage:
1% on the first $1,000,000 we manage
0.75% between $1,000,000 and $5,000,000
0.50% between $5,000,000 and $10,000,000
0.40% between $10,000,000 and $25,000,000
0.30% between $25,000,000 and $50,000,000
0.25% between $50,000,000 and $100,000,000
0.20% on amounts above $100,000,000
Where assets are limited but household income fall within our typical client, we charge a flat annual fee to meet the minimum standard.
This fee is negotiated on the complexity of your situation and the planning needs required to help you meet your long term goals.
Our investment approach can be summed up in a single statement. “Be invested at a comfortable level of risk, properly positioned to seek greater expected return.”
Risk-Targeted
We consider risk an equal peer to return in determining appropriate paths for client portfolios.
Diversified
We emphasize broad diversification across a range of global asset classes.
Factor-Driven
We tilt portfolio exposures to emphasize investment characteristics suggestive of potential long-term outperformance.
Customized
We map combinations of these major asset classes to specific risk-tolerance levels to formulate our range of investment solutions.
The strongest relationships we form are built on trust between clients that are seeking advice and looking to delegate the attention their growing wealth demands.
Our clients spend their time meeting the demands of work, spending time with family, potentially running a business, shuttling kids between sports, vacationing and still finding time to participate in the social and community activities that are important to them.
We find that we are most aligned to individuals, families, and businesses that have a minimum of $250,000 of investible assets for our management.
We believe those clients with demanding schedules would benefit from a professional advisory team that can coordinate all aspects of your financial life. We help clients with:
Investment management
Retirement planning
Cash flow planning
Insurance Review
Estate review
Tax strategies
Together with your other trusted advisors we collaborate, in your best interest, so you can focus on what’s most important to you.
5
We’d like to help you answer the what-if’s.
Let’s chat!
