FVCM offers customized asset management solutions using U.S. traded equities, fixed income and other short-term and liquid securities. Strategies are tailored to the personal needs of our international clients and consider the related tax implications of their FVCM-managed portfolios. FVCM’s investment strategy is based on a value oriented approach known as Growth at a Reasonable Price (GARP) which has been employed with excellent risk-adjusted returns* since 1992.  Individual clients can choose concentrated strategies that address special objectives including those that focus on investment in businesses defined as Sustainable by recognized industry leaders. 

In addition to individually managed accounts at our U.S. custodian, clients have the option to invest in FVCM’s Luxembourg-based mutual fund (restrictions apply based on residency status). This FVCM fund is invested according to the same investment process as the firm’s successful Strategic U.S. Equity Portfolio product. 

*Positive alpha since inception (Capital Asset Pricing Model)