FV Asset Management is exclusively focused on a client centric, long term holistic approach to investment management and financial planning. We are your Trusted Financial Advisor.
Our philosophy and approach is consistent with Modern Portfolio Theory.
We believe that:
- Capital Markets Work
- Risk and Return are Related
- Diversification Reduces Risk
- Portfolio Structure Determines Performance
We employ the following principles when serving our clients:
- Fiduciary Responsibility
- Comprehensive Long Term Approach including working with our clients' CPA, Attorney and other Advisors.
- Transparency
- Honesty
- Unsurpassed Response Times and Service
- Competitive Pricing
You might be exploring or working with brokers like Merrill Lynch or Morgan Stanley. If so, it’s important that you consider the difference between FV Asset Management and any advisor at a registered broker dealer. One critical difference is that we hold our ourselves (and are legally bound) to a higher standard when it comes to our obligation to safeguard our clients’ interests. As a Registered Investment Advisor, we are required (and know that it is the right the to do) to take on fiduciary duties as it related to our clients’ investments and financial matters. Simply put, that means we’re bound by law to act with your interest first. Financial advisors at broker-dealer firms are not held to such legal obligations
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