Investments
Custom Portfolios based on your goals & tolerance for risk.
FDM offers a wide variety of investment choices. Offerings include- professionally managed portfolios, private equity opportunities, mutual funds and stock portfolios. We tailor an investment strategy while considering your risk tolerance and time horizon. We have options specifically geared towards income or growth or a combination of both.
We scour the investment landscape for timely opportunities given the current market environment, looking for a combination of strong returns & low expenses.
- Fee based or transactional accounts
- Professional Managed Accounts
- Exchange Traded Fund (ETF) Strategies
- 401k Rollovers
- Tax Harvesting Strategies for Long-Term Stocks