FMD Capital Management

The Wealth Matrix

Written by David Fabian, March 10th, 2016

The dizzying array of various portfolio management services can be an intimidating puzzle to solve at many investment firms.  At FMD Capital Management, we always strive for simplicity over complex black-box solutions in order to create a clear path of mutual understanding.

With that goal in mind, we have created this simple grid below dubbed: The Wealth Matrix.  This table easily breaks down our available services and gives you a quick peak at what solutions might fit your unique needs.  You can also drill down to learn more about how each portfolio works and what makes us distinctive.

Keep in mind, our wealth management solutions can be customized to meet your individual needs or combined to create a comprehensive platform for multiple accounts.  Our top priorities are the implementation of low-cost, transparent, and easy to understand portfolios that serve the best interests of our clients.

 

Wealth Management

Newsletter

Portfolio Name

Strategic Income

Dynamic CEF Income

Flexible Growth & Income

Objective

Moderate Risk, Steady Income

Higher Risk, Aggressive Income

Growth & Income

Investments

ETFs & MFs

All CEFs

ETFs & CEFs

Account Minimum

$250,000

$250,000

Any

Custodian

TD Ameritrade

TD Ameritrade

Any

Asset Allocation

More bonds, less stocks

High yield bonds and stocks

Balanced

Benchmark ETF

AOM

PCEF

SPY/AGG

Communication

Personal interaction.

Monthly client memo.

Email updates.

Personal interaction.

Monthly client memo.

Email updates.

Email only.  No personalized advice.

Customizable

Yes

Yes

No

Differentiator

Low volatility and adaptable asset allocation

Unique all-CEF construction

Sensible portfolio for practical investors

Perfect For

Conservative income and low volatility

High yield and unconventional returns

Do-it-yourself investors

Have a question about any of our services?  Please Contact Us online or call our offices at 888-823-8111.