A New Way to Manage Your Assets!
FPL Capital Management offers its clients customized comprehensive wealth management services. All services are tailored to every individual investor's needs by cutting out the clutter and focusing on the areas that require the most attention.
Please browse the site for more information and feel free to call or e-mail us if you have any questions.
Call today and speak to an advisor about this revolutionary approach to investing.
INSTITUTIONAL FUNDS
We typically recommend institutional class funds to all our clients. Under our institutional investment platform, all our clients have access to almost all the institutional funds available. To find out how you can invest these funds please click below.
SERVICES
We offer our clients comprehensive wealth management services. Whatever the need may be, we can address it through our professional network of financial planners, attorneys, and CPA’s. Click below to view all the services we offer.
MODEL FOLIOS
We have created an array of model portfolios for our clients to choose from. The model portfolios have been created applying a passive investment strategy. Portfolios are designed using low cost mutual funds from companies, such as DFA, Vanguard, PIMCO, and many more.
FPL Capital Management Quarterly Investment Review
2011 Fourth Quarter Market Review
2011 Third Quarter Market Review
2011 Second Quarter Market Review
2011 First Quarter Market Review
If you would like the Review to be delivered in a PDF via e-mail, please provide us with your name and e-mail address by clicking here. Info@FinancialPlanning.com
UPDATES
» We are pleased announce that we have been approved to operate as a Registered Investment Advisor on the Fidelity Institutional Platform. Fidelity Institutional will be our third custodian. Adding Fidelity Institutional will make us one of few Registered Investment Advisors in the nation to operate on all three major platforms.
» All of our Model Folios that utilize DFA Funds have been updated through November 30, 2011.
» All of our Model Folios have been updated through September 30, 2011.
Click on the link below to see the updated comparison!
» To see a side by side performance comparison of DFA Funds and Vanguard Funds, please click on the link:
ARTICLES
What Does a Winning Streak Tell Us?
By Weston Wellington, Vice President, Dimensional Fund Advisors
