Investment Advisory

For more than 20 years FGMK Preservation Capital professionals have worked with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve and manage wealth. 

We maintain a continuous commitment to providing leadership, integrity and quality to our clients. We provide experienced, responsive engagement that is proactive. We take a hands-on approach to client service with a strong emphasis on client involvement. Our people make us who we are. 

FGMK Preservation Capital Partners, LLC is an Independent Registered Investment Advisory firm with assets under management of approximately $170,000,000. Our client base includes wealth management clients (individuals, trusts, retirement accounts, charitable accounts, profit sharing accounts, etc) and group retirement plans. 

OUR PROCESS INCLUDES THESE STEPS: 

  • Evaluation
  • Design
  • Implementation
  • Management
  • Support 

WEALTH MANAGEMENT 

As the Investment Advisor, we will utilize our top institutional resources to provide these services: 

  • Client evaluation: evaluate your unique and specific needs based on your risk tolerance and time horizon 
  • Identify your goals and create a customized investment plan 
  • Portfolio construction and implementation: construct a portfolio in a traditional asset allocation manner, using institutional fund managers and resources (other markets are also available) 
  • Portfolio and cash management 
  • Ongoing management and support 

RETIREMENT PLAN SERVICES 

As the Investment Advisor supporting your group retirement plan, we will work with top industry professionals and sources to: 

  • Conduct a retirement plan evaluation 
  • Identify appropriate retirement plan service providers 
  • Initiate and participate in the retirement plan enrollment 
  • Implement employee education plan 
  • Conduct quarterly and annual plan reviews