*Note: It’s impossible to reconcile our portfolio (entries or exits) based on the samplings below.
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!
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.