A customized mix of planning and investing services that help support and sustain your life and lifestyle. To identify and achieve your financial objectives, and to manage your financial risks.

DIRECT INVESTMENT PROGRAM

Discretionary managed equity, fixed income and balanced portfolios constructed predominantly using individual equity and fixed income securities. Balanced portfolio allocations are based upon the needs and constraints of each client, and adjusted in response to capital market developments, and our valuation work.

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OPEN ARCHITECTURE PROGRAM

Wrap-fee, discretionary managed portfolios principally constructed using mutual funds and ETF (Exchange Traded Fund) securities.

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REAL ESTATE PROGRAM

FPCM offers a non-discretionary real estate investment program that allows clients, who qualify as “accredited investors”, to establish a diversified, professionally-managed real estate portfolio, in partnership with companies specialized in real estate.

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FINANCIAL PLANNING ADVISORY

A stand-alone, fee-based financial planning service that helps you evaluate, integrate, facilitate and optimize your financial life.

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What we look for in an investment?

Return > Risk. Investing entails risk – we strive to find investment opportunities where the expected return outweighs the risk.

There is no certainty in investing. By investing, we are buying into a set of probabilities. A good investment should give a robust expected return.

An investment thesis that is built upon strong logic, research and financial analysis.

Business models that generate or have the potential to generate free cash flow and long-term returns.

Disciplined management teams with long and strong capital discipline and value-creation records.

Thinking beyond the consensus – are there valuable intangibles; what is the consensus missing; an “investment horizon” that incorporates the return potential.