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Financial Partners Capital Management LLC

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

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documents in English
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case study
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5 pages
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  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.

[...] Financial Partners Capital Management LLC Background 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 top-down macro-analysis, used in conjunction with a bottom-up micro-approach, helps the company align the purely analytical view with that of the markets, thus tempering overly optimistic or pessimistic tendencies. The unpredictability of the capital markets has positioned a premium on flexibility. The principals believe that neither a traditional top-down nor a bottom-up approach to portfolio management is solely adequate. The company's decision-making process allows the company to search for a combination of asset valuation, growth in earnings and free-cash flow. In the current volatile capital market, the decision to sell is difficult as compared to the decision to buy. [...]


[...] The company also seeks external assistance from company and industrial analysts, customers and competitors. Though the process does not eliminate all the risks, it reduces risks and allows clients to be proactive rather than reactive to market volatility. Bibliography FCPM INC. (2013, May 7). Retrieved August from World Wide Web: http://www.fpcm.net/custom_splash.asp In Johnson, D. (2011). International directory of company histories: Volume 116. Detroit, Mich: St. James Press. Nijs, L. (2013). [...]


[...] Real estate program: the company offers non-discretionary managed commercial real estate investment. Real estate is one of the globes leading investment programs where clients have enormous returns. The clients' portfolios are constructed by direct investment in real estate income generating projects. Open architecture program: there are wrap free discretionary managed portfolios principally constructed using the mutual funds and exchange traded fund securities. Financial planning: a stand-alone fee-based financial planning program, which includes an evaluation of the current personal and family financial position and, the development of a customized plan that accommodates current and, future needs and trends of retirement goals is designed for clients. [...]

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