Our Kickoff To 2017

Dear Reader,

Welcome to 2017!  The fresh start of a New Year brings with it so many opportunities for positive changes to enhance your investment success.  At FMD Capital Management, we are proud to continue our mission of education, transparency, and a sensible approach to portfolio management.

We are also excited to share with you updates and changes to our services to pursue those goals in 2017 and beyond.

Investor Insights Blog

The purpose of the blog is to create an open platform of engagement with our tremendous audience of like-minded investors.  We use this medium to update you on our market thoughts, provide ETF and closed-end fund education, and offer practical advice for your investment portfolio.

In the New Year, we are going to pursue those ends at the same tenacious pace.  However, we want to hear from you on areas that you feel will add value to your process.  Is there a corner of the ETF marketplace you are curious about?  Do you have questions on constructing a diversified portfolio?  Is there some function of closed-end funds that you want clarification on?

Send us a note via our contact page .  We would love to tailor our messages to what you need , rather than what we think you might find useful.

We are also going to adjust our email schedule as well.  Previously, we sent a weekly update every Friday of the blog posts we published over the last seven days.  In 2017, that update will move to bi-weekly (every other Friday) to curate the most-read content and hone our message to the current environment.

Still want to hear from us every week?  Don’t worry, we have a solution for that.  Read on…

Flexible Growth and Income Report

By now you are likely aware that we launched a subscription newsletter in September 2015 for do-it-yourself investors dubbed the Flexible Growth and Income Report (FGIR).  This publication includes weekly market commentary, specific buy and sell recommendations, and a balanced asset allocation approach.  It’s a comprehensive portfolio solution that is easy to follow in your own accounts for just $15/month.

This option is a low-cost way to receive our unique perspective on the markets alongside a practical portfolio management plan every single week.

Curious about the format or considering a subscription for 2017?  Shoot us an email and we would be happy to forward a free historical copy of the newsletter for your review.

Wealth Management

Our wealth management program is the true foundation of our business and where we began our journey nearly four years ago.  Our focus now remains the same as when we first started – provide a consistent investment process for our clients at a reasonable cost.

To aid in that endeavor, we are making two important changes for 2017:

1. Our account minimum for wealth management is moving from $100,000 to $250,000 effective January 1. Those who are interested in joining our firm and fall between those two markers, are welcome to contact us in the first quarter as well.  Both of our core portfolios are open to new money and we are excited to share with you the strategies we are implementing for 2017.

1. We are lowering our annual management fees across each break point tier effective January 1. You can learn more about these specific guidelines here .  We are proud to show commitment to our clients’ success by reducing direct costs that contribute to net performance.

Furthermore, we are planning several important seminars to kick off 2017.  These are designed to update you on our current strategy and the steps we took to exceed our clients’ goals for 2016.  Dates and times will be announced shortly.  Stay tuned.

The Final Word

You have many choices of investment managers and opinions in this hectic world.  We want to thank you deeply for making us a part of your process and look forward to providing peace of mind in 2017.

Don’t hesitate to reach out to us with any questions and we want to wish everyone a healthy and wealthy New Year!

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