Portfolio Management

At FM Capital Group, one of our offerings is Portfolio Management. We strategically select and oversee investments that meet the financial objectives and risk tolerance of clients. We engage in the buying and selling of several asset classes in an effort to beat the broader market and increase the value of our clients’ assets.

Our core competencies as portfolio managers is Asset Allocation and Diversification. 

Asset Allocation

We understand the varying degrees of stability and volatility across a range of asset classes and this informs us on how to mix and balance these asset classes to maximize profits and minimize risks.

Diversification

The only thing that is certain in investment is uncertainty. This is why we have a team of well-informed and strategic-thinking portfolio managers who understand the art of managing the risk and reward between asset classes.

Investment Advisory

At FM Capital Group, we provide advice about securities to our clients. We are licensed and registered by the Financial Industry Regulatory Authority (FINRA). Our advisory services are tailored to both individual and institutional investors. Periodic investment strategy meetings are held to discuss investment strategies and the investment terrain. We review asset allocation and diversification decisions upon consideration of predetermined parameters like time horizon. Clients get access to our advisors for clarification and feedback.

As a firm, we advise on all asset classes and we take a long-term approach on those asset classes. Most importantly, we tailor our investment advice to each client’s portfolio in order to achieve his or her desired investment goals.

Back Office Services

Every investment fund requires special and skillful financial administration, from investor relations to reporting, we offer back office services for fund managers and administrators. We handle this process with accountability that can support the following services:

  • Fund Payments (Capital Calls/Capital Distributions)
  • Investor Relations & Allocations
  • Portfolio & Performance Reporting
  • Regulatory Reporting
  • Document Management & Retention
  • Audit/Tax Process Management
  • Syndication Reporting

Venture Capital

At FM Capital Group, we are re-imagining Venture Capital by making it less opaque while opening it up to as many people as are suitable for it. Over the last 5 to 10 years, venture capital has been largely democratized. We give individuals, who would otherwise have never participated in venture capital, a chance to grow their wealth through one of the primary wealth creation vehicles of our time

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