High Net Worth Investment Management
Since our inception, we’ve been committed to serving the wealth management needs of high net worth individuals, helping you achieve your financial goals with personalized strategies.
Client Service Excellence
We collaborate closely with each client to create a customized investment policy and asset mix strategy that aligns with their financial objectives, risk tolerance, cash flow needs, and tax considerations.
We provide detailed portfolio statements monthly and quarterly, with real-time access available through our online portal.
Additionally, we meet with our clients at least once a year to review their investment strategies and plan for the future.
Tailored Investment Options: Segregated and Pooled
Using FGP’s pooled funds and segregated portfolios, we provide a wide-range of investment solutions tailored to each high-net-worth individual’s specific goals and objectives. From short-term cash flow requirements, income replacement, and long-term growth, to retirement and estate planning, FGP’s wide range of strategies can be designed to achieve each individual’s specific needs.
Insights
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