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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YIELD ENHANCED STRATEGY

The Yield Enhanced Strategy (YES) Portfolio was created in response to today’s low interest rate environment. Historically, bonds played a large role in a client’s portfolio as they offered secondary liquidity, while generating an attractive return on a risk adjusted basis. Unfortunately, these advantages do not apply today.




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FOCUS STRATEGY

FPCM’s Focus strategy is a highly concentrated, opportunistic equity strategy that is managed for long-term capital appreciation. The Focus strategy is managed on a separate-account basis, and is geared toward institutional investors and ultra high net worth investors seeking long-term capital appreciation through an actively managed, concentrated strategy with high active share.




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ANCHORED INDEX PLUS

Today the top 5 companies in the S&P500 account for over 25% of the index’s market capitalization. In addition, the outperformance of a few investment styles, such as growth or momentum, has remained persistent over a long period of time. As a result, the volatility of the difference in performance between managed portfolios and the S&P500 (the"tracking error") has increased over time, making it more difficult to outperform the index over the short term.




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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.