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FVCM’s primary investment product is the Strategic U.S. Equity Portfolio (SEP), a value-based investment strategy that has been employed with excellent risk-adjusted returns* since 1992. FVCM also offers a more aggressive global Equity Opportunity Portfolio (EOP) and a European Equity Portfolio (EEP). Customized asset management solutions are offered using U.S. traded equities, fixed income and other short-term and liquid securities. Strategies can be tailored 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 based on residency status). This FVCM fund is invested according to the same investment process as the firm’s successful Strategic U.S. Equity Portfolio product. 

*Positive alpha since inception (Capital Asset Pricing Model)