Updated Articles

  1.  Financial Planning Overview

    Financial Planning Portal Interactive financial planning that helps us create and monitor your personalized financial plan to reach your goals. Program Overview Clients with assets exceeding $500,000 under Financial ...
  2. Client Quick Reference Guide

    FG Client Services Quickstart Guide Financial Gravity (FG) Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter.  To learn more about each division of our company...
  3. Fidelity Overview

    Fidelity Overview If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management. How to log into Fidelity Go to  https://www.fidelity.com/ ; Along the top bar next ...
  4. Time Weighted Return - How is it Calculated?

    TWR = Time Weighted Return a measure of investment performance that eliminates the impact of external cash flows (deposits and withdrawals) to reflect the pure performance of an investment or portfolio over time.
  5.  Client Portal Overview

    Financial Gravity Client Portal Addepar Overview Financial Gravity provides our clients with an investor portal called “Addepar.”  Addepar provides access to view their account holdings, balance, allocation and performance r...
  6. Time Optimized Planning

    Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.
  7. The Family Office Advantage Text Brochure

    Discover the Family Office Advantage® where our expert team collaborates to deliver tax-optimized, holistic financial strategies tailored for your family, offering an unparalleled service experience.
  8. The Family Office Advantage Comparison Table Brochure

    Discover comprehensive financial solutions with our Family Office Advantage®—expertly integrating tax strategies, wealth management, retirement, estate planning, and risk mitigation to secure your financial future.
  9. Mutual Fund Facts

    We highlight the hidden costs, tax inefficiencies, and deceptive practices of mutual funds, underscoring that investors deserve better, more transparent investment options.
  10. 4 Beta Dependable Return Investment Strategy

    Our 4 Beta Dependable Return Investment Strategy targets minimal risk with returns surpassing typical interest accounts through diversified short-term debt ETFs, focusing on cost efficiency and tax optimization.