FPL Capital Management Quarterly Investment Review
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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.
MoreSERVICES
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.
MoreMODEL 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.
MoreUpdates
- In our efforts to provide our clients with the best services available, we have subscribed to Morningstar Office for our future portfolio management needs.
- 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.
- All of our Model Folios that utilize DFA Funds have been updated through April 30, 2012.
- All of our other Model Folios have been updated through March 31, 2012.
- To see a side by side performance comparison of DFA Funds and Vanguard Funds, please click on the link:
DFA Funds vs. Vanguard Funds
Articles
DFA Founder Wins by Thinking Small-Cap
Article by Investment News Magazine
What Does a Winning Streak Tell Us?
By Weston Wellington, Vice President, Dimensional Fund Advisors
CONTACT US
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1-800-835-1969- info@financialplanning.com
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