Strategic U.S. Equity Portfolio

Market Leader Portfolio

Fixed Income Portfolio

FVCM U.S. Equity Fund

FVCM’s two primary equity products are our Strategic U.S. Equity Portfolio and the Market Leader Portfolio. The firm also offers customized asset management solutions using U.S. traded equities, fixed income and other short-term and liquid securities. Strategies can be customized to the needs of our international clients and consider the related tax implications of their FVCM managed portfolios.

In addition to individually managed accounts at our U.S. custodian, clients have the option to invest in FVCM’s Luxembourg-based mutual fund (restrictions apply on residency status). This FVCM fund is invested according to the same investment process as the firm’s exceptionally successful Strategic U.S. Equity Portfolio product.

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