Personel Finance - How to Invest with Us

How to Invest with Us

We make investing with us a win-win relationship. A no commission-fiduciary advisory managing your assets, where the executives also invest in our core portfolio strategies alongside you (meaning, we have skin in the game).

Investors also get open dialogue with the portfolio strategist who understands the challenges in the world, while providing investors inside access to our investment holdings.

Holdings Overview

Our Managed Portfolios versus Mutual and Hedge Funds

We do things a bit different at FMT Advisory, and far more efficient for investors in our opinion. Mutual funds and hedge funds are “pooled” vehicles that make them inefficient (built in capital gains for gains you never saw for one!).  Our managed portfolios on the other hand have individual cost basis, direct ownership of shares, and portfolio customization without additional or hidden costs from your portfolio strategist.

To that end, investors get transparency and education with their holdings with us, whereas investors get little in the way of information on the bloated holdings in their mutual funds. Did we mention we do this at a fraction of the cost compared to most of our competition?

Investors Come First

FMT Investment Advisory is a fiduciary and an independent Registered Investment Adviser regulated by the states of Arizona and California. Both federal and state law require that as a fiduciary, we must act solely in the best interest of our clients – even if that interest is in conflict with our own financial interests!

Call us now to get started on a single portfolio strategy or our all-weather asset allocation plan!

Contact Us

480-522-1077

888-649-6556

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Call Us Now!
To get started on a single portfolio strategy or our all-weather asset allocation plan.

Legal Disclaimer

This information is provided by FMT Investment Advisory for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that FMT Investment Advisory believes to be reliable; however, FMT Investment Advisory does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Any reference to a market index is included for illustrative purposes only. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

FMT Investment Advisory is a registered investment adviser that maintains a principal place of business in the State of Arizona. The Firm may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. For information about FMT Investment Advisory’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.