FMD Capital Management

Posts Tagged: investment advisor

Great Investment versus Great Timing

Written by David Fabian, June 05th, 2017

The investment universe is littered with articles touting the advantages of various funds or strategies.  I should know.  I have written for the last five years about the characteristics of ETFs and closed-end funds that we consider for our clients.  Some pass my rigorous test, while others are weeded out through careful analysis.

Throughout this time, I have realized it’s easy to compare two or three funds in a vertical category and dissect their merits.  Some will stand out based on costs, while others may promote index methodology, tax efficiency, or security selection as their primary benefits.  Read more

The One Investment Truth That Never Changes

Written by David Fabian, May 11th, 2017

I’ve been an investment advisor for a fair amount of time now.  I’ve seen many investors come and go over my tenure – clients, portfolio managers, brokers, traders, etc…  Some that are quite successful and others that are downright miserable.  The one guiding truth to every single experience is that people are their own worst enemies when it comes to investing. Read more

Investment Advisors Aren’t Worth The Money

Written by David Fabian, April 19th, 2017

I had a conversation with a prospective client the other day who called me inquiring as to what we do.  I gave him the typical run down that we are a fee-only investment advisor specializing in ETF portfolios.  In other words, we provide discretionary management of client accounts using low-cost investment tools.

His response {paraphrasing}: “Mr. Fabian, I know a CFO of a big publicly traded company.  He told me they did a big study about the use of investment advisors and that they aren’t worth the 1% fee.  That all you need to do is buy ETFs to reduce the drag of expenses on your portfolio.  What do you have to say to that?” Read more

The Investment Advisor You Need vs The Advisor You Want

Written by David Fabian, April 06th, 2017

There isn’t a perfect formula or road map for hiring someone to look after your hard-earned wealth.  It’s a unique journey that every investor must carry out based on their objectives and experience.  It’s about knowing the right questions to ask and identifying with a professional that understands their craft and will put your interests ahead of theirs.   Read more

Four Years Ago…

Written by David Fabian, March 15th, 2017

Four years ago, we set out to build something special.  The founding of FMD Capital Management became not only a professional achievement, but also the start of a journey to find a better way to manage money.

This week marks the fourth anniversary of our firm’s origin.  We started this company with the commitment to work harder than other investment advisors.  To be advocates for our client’s best interests and to share our knowledge in real-time.  It’s with great pride that we continue that same bedrock promise to this day. Read more