A Disciplined Approach Focused On Adding Value To Out Clients' Lives
WEALTH MANAGEMENT SERVICES
Managing your wealth requires a clear understanding of your overall investment objectives. FSG’s comprehensive investment advisory capabilities utilizes a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of your overall wealth.
FSG Private Client Portfolios
This is an investment advisory program through which our firm’s team of Wealth Advisers construct a customized portfolio of individual mutual funds, exchange traded funds (ETFs), and in some cases, individual securities. We’ll seek to utilize a cost efficient blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and achieve investment objectives while remaining aligned with your risk profile.
Separately Managed Accounts
SMAs are a type of professionally managed investment vehicle that invests in individual securities on a discretionary basis and provides our clients the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax purposes. Our firm’s Financial Professionals will leverage Envestnet’s robust offering of SMA strategies to either custom design a holistic investment portfolio or will utilize individual strategies to address your specific allocation needs.
Fund Advisory Program
This program combines the expertise of professional investment managers with the service and guidance of our firm’s independent Wealth Advisers. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll determine which investment portfolio allocation, consisting of an optimal blend of non-proprietary, mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals.