If you don’t determine the purpose of your wealth, your wealth has no purpose. At least, that’s what we believe at FCS Private Wealth Management—and it’s the attitude we keep in mind during our portfolio construction process. Every client is different, and their portfolio should demonstrate their unique goals and strategies.

The steps to successful portfolio construction:

Our team has been getting results for over 30 years, so we’re confident in our process. Whether you’re working with our private wealth team or our family office, you can trust you’re in good hands.

Step 1: Establish goals

Every portfolio starts with a conversation. We learn about our clients as people, first. Their unique portfolio construction is rooted in their specific goals. We discuss everything from retirement planning, risk management, to charitable giving and figure out what you would like to get out of your wealth.

Step 2: Develop the plan

After we understand your goals, then we move on to the planning phase. This is when portfolio construction really begins. Using the science of wealth management, our team creates the ideal road map by applying the same portfolio theory developed by Nobel Prize winner Harry Markowitz. 

Step 3: Implementation

The third step to portfolio management is implementing our design. Our team has decades of experience simplifying the complexities and making plan implementation a smooth sailing process.

Step 4: Review the outcomes

You know what they say about the best laid plans? Well, at FCS we’re confident in our plans providing real results for our clients. Our team has seen our clients through some of the most challenging markets in history. 

We still know that when life changes or the market intervenes, it’s important the plan remains flexible, which is why we meet with our clients regularly to make sure their plan is performing well.

Interested in learning more about portfolio construction?

Give FCS Private Wealth Management a call and let us introduce you to our process, which includes only the most sophisticated wealth management strategies around.

Contact us to learn more about our planning process.