Asset Management
Financial Concepts uses a variety of proprietary processes and disciplines to manage client assets on a fee basis and independent of any specific product provider. Our process involves customizing an appropriate asset mix coupled with researched manager selection and portfolio monitoring.
Our approach delivers an open architecture portfolio that can be strategically adjusted and tactically rotated as market conditions warrant. Because of this sophisticated approach we provide discretionary investment management with these accounts. As a fiduciary we must legally do what we feel is in the best interest of our clients without obligations to investment product providers.
The following presentation provides a bit more insight into our process: