What Makes Us Different

Portfolio Composition

We use the top professionally managed investment funds to help you reach your goals. We believe that professionally managed mutual funds, absolute-return investments and fixed-income securities represent the best choices for individual investors because these options provide:

• professional expertise and resources,
• lower portfolio volatility than individual stocks,
• and diversification on all levels.

We offer two distinct alternatives —- custom-designed mutual fund portfolios, or separate accounts managed by either FGMK/Preservation Capital Partners or external money managers. We will work with you to help you choose the service that best fits your individual needs and your expectations for flexibility and control.

Our fixed-income portfolios are constructed and managed using a laddered strategy, which helps to reduce re-investment and interest-rate risk.