Private Investments

Private investments and alternative strategies can provide needed diversification for sophisticated portfolios. The volatility of public markets alone can be treacherous for retired and nearly retired clients.

Approach

At FMP, our advisers carefully consider each client’s portfolio structure. Integrating private investments into a portfolio requires thoughtful planning and a confident view of a client’s future plans/needs. When appropriate, private investments can be used to fine tune a client’s overall strategy.

Process

FMP uses proprietary vehicles to deliver private opportunities to client portfolios. It starts with a dedicated due diligence process and ends with a specific investment goal. Our Strategic Investment Team closely monitors each opportunity and investment to make sure the objectives are being achieved.

Strategy

FMP’s private investment strategies vary from risk reduction to return enhancement. The overarching strategy for all private investments is to make institutional opportunities available to our individual client portfolios and to make them available in a cost effective manner.

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Interested in Private Investments?

Reach out to FMP Wealth Advisers and learn how we can tailor our services to meet your specific wealth management needs.
Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
5825 Phelan Boulevard
Suite 105
Beaumont, TX 77706
4841 Ihles Road
Lake Charles, LA 70605