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Last Updated: 01/30/2025
in Brochures We employ tax-efficient, low-cost strategies to enhance returns through diversified fixed income and stock investments, tailored to each client's risk tolerance and financial goals.
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Last Updated: 01/30/2025
in Brochures Our 4 Beta Equity Investment Strategy offers diversified, tax-efficient portfolios focused on value and small-cap stocks, using ETFs to manage risk and costs while aligning with your financial goals.
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Last Updated: 01/30/2025
in Brochures Our 4 Alpha Portfolio Matrix enhances transparency and trust by offering detailed stock analyses, company attributes, business trends, and expert insights, empowering informed investment decisions.
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Last Updated: 01/30/2025
in Brochures Our 4 Alpha Investment Strategy aims to outperform large-cap indexes by leveraging long-term trends and selecting dominant, innovative companies, while maintaining low costs and tax efficiency for optimal growth.
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Last Updated: 01/14/2025
in Client Guides
Held Away Account Management Program
In addition to managing FGAM accounts, Financial Gravity also has a program where we can connect hundreds of company retirement plans that include 401(k)’s, 403(b)’s, 401(a) TSPs, as well as many 529...
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Last Updated: 01/14/2025
in Client Guides
Charles Schwab Institutional Client Overview
Schwab Institutional is the custodian that holds your investment account assets managed by Financial Gravity Asset Management. To view all of your Schwab accounts in one place, log into th...