We have one of the most versatile portfolio management platforms nationwide. Our Model Portfolios are designed to emphasize market segments of higher expected returns, minimize turnover and reduce overall expenses.
Along with the access to the model portfolios, all clients receive a risk evaluation, an investment policy statement, portfolio rebalancing, portfolio reporting, Wealth Management Portal, and a Year-End Review.
Want to see how much you can save in fees by switching to our management platform?
Please submit the following information to VGW@FPLCapital.com
Your Name and Email Address
A copy of you most recent account statements (please blackout the account numbers) or spreadsheet containing the list of holdings
Custodian(s) where your assets are held
Management Fee (if managed by different firms, please provide the management fee for each)
Once we receive the information, we will follow up with you within three business days with a detailed analysis of your fees and what your savings could be.