Investment Management

Invest with a purpose

Whether working, retired, or somewhere in between; we partner with clients to build an investment plan and portfolio tailored to their unique needs.  We believe a planning-driven investment strategy leads to the highest probability of accomplishing specific financial goals.

We understand that no two clients are the same.  Your investments should be a direct reflection of your personal situation.  We do not believe in market timing or default portfolios tied to generic metrics.  Instead, we utilize a tailored investment plan to your specific timelines, goals, risk tolerances, and values.

 

Custom Portfolios

A personalized approach, in which client portfolios are constructed to reflect their own unique goals. Through our financial planning process, we help clients identify how much growth they may require and allocate within a portfolio that reflects their needs. Clients have access to ESG-driven strategies, customized bond ladders, along with access to Institutional Portfolio Management across all major asset classes.

Tactical Adjustments

ALLOCATION CHANGES 4-6x ANNUALLY

Even the most strategically designed portfolios require monitoring and adjustments. As geopolitical and global economy headlines evolve, client portfolios are designed to be nimble in order to adjust to the current economic environment. FBG’s investment and portfolio team initiates tactical allocation changes 4-6 times per year.

Strategic Adjustments

A disciplined approach to portfolio construction, beginning with a long-term strategy. Portfolios are designed to adapt to the changing macro conditions of the marketplace while keeping the ultimate destination in mind. FBG’s portfolio team works to select the appropriate investment vehicles, keeping an eye on fees and rebalances portfolios on a monthly basis.

Strategic Adjustments

Tax-Loss Harvesting

  • FBG’s trading platform seeks to reduce tax liability through loss harvesting  
  • Portfolios rebalanced monthly, seeking continual tax efficiency
  • Transition legacy positions into a portfolio with precision

Latest Insights

graph

Four Reasons to stay invested for the long run

2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what happened in bonds has been unusual. In times like these, or any time we experience market…

graph

The One Thing the Market (Almost) Never Does

Amid the seemingly endless volatility in the U.S. stock market, it may surprise you to know that we have a pretty good idea of what the returns will be from it. Now before you declare us out of our minds (there’s lots of other better…

graph

How Should I React to Market Volatility?

After years of positive market performance, newer investors are seeing for the first time that markets do not go up in a straight line. While we saw a correction in March of 2020 when the start of COVID spooked markets…

Discover how we can help you achieve your goals.

Thank you for your interest in learning more about how we can partner with you. Schedule a no-cost meeting, and one of our wealth managers will reach out to start building a comprehensive plan that truly supports your goals.

6 + 5 =