Advice & Service

Expertise – Independence – Trust

What our clients value most:

• Customized Wealth Management: Our advisors pair financial expertise with a client-first mindset, always focused on the unique goals, concerns, and long-term priorities of each client.
• Proven US Stock Strategy: Our US portfolio managers have a proven track record since 1992*, offering a reliable, risk-managed US equity strategy.
• Independent Decisions: Our firm is independent, meaning our investment decisions are made without external incentives, kick-backs or hidden agenda. Our focus is solely on our clients’ happiness.
• Financial Planning: We help you gain a clear understanding of your current income and expenses, define your financial goals, and assess future risks, so you can look to the future with confidence.
• Market Proximity: Our international clients benefit from direct access to the US-capital markets and the expertise of our local team members.
• Support in Tax and Estate Matters: We understand the complexities of tax and estate planning – even cross-border tax and estate planning. If desired, our team works closely with your US and/or international tax advisors and can also assist with connections from our network.

Trust in Every Decision
What truly sets us apart is that our partners invest in the same strategies as our clients. Our success is directly tied to your success. Every investment decision is made with the utmost care and precision, often through block trades to achieve the best possible results.

At the core of everything we do is our firm commitment to our clients. We adhere to the CFA Institute’s Code of Ethics, ensuring that our portfolio management and client advisory services are always transparent, ethical, and aligned with our clients’ interests.

Why Us?

• Comprehensive Expertise: We are more than just wealth managers – we are partners offering expertise in US-capital markets, working closely with tax advisors and estate planners.
• Personalized Service by Experts: Every client receives individual care from experienced advisors who understand both your language and your financial world.
• Focus on Trust and Integrity: Our independent, conflict-free investment decisions are always made with your best interests in mind and form the foundation of a longlasting, trusting relationship.

* The strategy known as the Strategic Equity Portfolio (SEP) was first implemented while the portfolio manager was employed at a predecessor firm prior to the founding of FVCM in March 2008.