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Financial Partners Capital Management LLC

About the author

Accountant-Lecturer
Level
General public
Study
finance
School/University
California

About the document

Published date
Language
documents in English
Format
Word
Type
case study
Pages
5 pages
Level
General public
Accessed
0 times
Validated by
Committee Oboolo.com
  1. Background
  2. Commitment
  3. Partnership
  4. Investment philosophy
  5. Investment process
  6. Research
  7. Conclusion

Financial Partners Capital Management is an employee-owned Investment Company. The firm is listed as an Investment consultant and aims at providing discretionary investment management services to a different group of customers in the United States and other international individuals, trusts, endowments, foundations and retirement plans. FCPM has successfully combined disciplined wealth management with a commitment to client services. The firm is dedicated to each client's financial well-being inconsistent with investment strategies and impressive long-term returns.

The investment industry is among the leading fastest growing industries across the globe. The industry is quite tricky as many have tried and failed to make huge losses. Understanding the global market is quite daunting since markets change with time henceforth investors have to be careful in portfolio management. Following the global financial crisis, it became very difficult for individuals and companies to invest due to the fear of losing their capital. It also became difficult for investors to identify portfolios that would bring favorable returns.

FCPM has established the following philosophies to assist in making the firm a global success.

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