FMD Capital Management

Wealth Management

FMD Capital Management, LLC (FMD) is registered as an investment adviser with the California Department of Corporations.

FMD provides continuous and regular investment supervisory services on a discretionary basis. FMD has the ongoing responsibility to select and make recommendations, based upon the objectives of the client, as to specific securities or other investments that we purchase or sell in client accounts. FMD specializes in managing portfolios using exchange-traded funds (ETF), mutual funds, and closed-end funds. We also use fixed-income assets and cash in managing client accounts.

FMD offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, and individual participants of retirement plans.

Generally, FMD requires clients to maintain a minimum account size of $250,000. We generally combine family accounts to meet the account size minimum. FMD may reduce or waive the account minimum requirements at our discretion.

FMD generally uses diversification in an effort to optimize the risk and potential return of a portfolio. More specifically, we may utilize multiple asset classes, investment styles, market capitalization, sectors, and regions to provide diversification. Each client’s portfolio selection is determined in accordance with the clients’ investment objectives, risk tolerance, and time horizon.

FMD generally requires that clients open one or more custodian accounts in their own name at TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. The client will enter into a separate agreement with TD Ameritrade to custody the assets. FMD also requires that clients grant FMD limited power of attorney to execute client transactions through TD Ameritrade.

For additional disclosure please click here to view our ADV 2 which includes our Privacy Policy.

Subscription Services

The Flexible Growth and Income Report (“FGIR”) is a weekly newsletter that is disseminated by email only.  FGIR is edited by David and Michael Fabian (collectively the “Editors”) and published by FMD Capital Management, LLC. The FGIR newsletter is offered to the public on a monthly subscription basis for $15.

FGIR subscribers will receive the benefit of general market commentary, analysis, opinions, advice and recommendations in exchange-traded funds and closed-end funds. The newsletter is impersonal and does not provide individualized advice or recommendations for any specific subscriber or portfolio.

No subscriber should make any investment decision without first consulting his or her own personal financial advisor and conducting his or her own research and due diligence, including carefully reviewing the prospectus and other public filings of the issuer.

Download the full terms and disclosures here.