-
Legacy Services Client Overview Financial Gravity Legacy Services is a specialized part of our family office, dedicated to helping you grow and preserve your legacy. Whether it’s through setting up a trust—a powerful tool to manage, protect, and...
-
Family Office Client Success Review Call Guide What is the Family Office Client Success Review Call? The Client Success Review Call is a dedicated time for Advisors to connect with clients, review portfolio performance, discuss recent li...
-
Family Office Client Success Check-In Call Guide What is the New Client Check-In Call? The New Client Check-In Call is a follow-up conversation designed to give clients the opportunity to ask questions, share any concerns, and ensure the...
-
Client Guide for Tax Services Portal TaxDome is a comprehensive practice management platform that allows clients to securely communicate, upload documents, e-sign forms, and manage all their tax-related needs in one convenient location. This po...
-
Financial Planning Portal
We offer interactive financial planning designed to help you build and track a personalized strategy tailored to your goals. To support this process, we use a powerful planning software called RightCapital, which all...
-
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 reports. Portfolio d...
-
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.
-
Last Updated: 06/09/2025
in Client Insights FGAM Updates
FGAM Update January 2025 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson will provide a reminder that the investment philosophy that guides our portfolio st...
-
Last Updated: 06/09/2025
in Client Insights FGAM Updates
FGAM Update October 2024 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity Dr. William R Nelson, FGAM’s Chief Investment Officer, will open this update with a review of our investment m...
-
Last Updated: 06/09/2025
in Client Insights FGAM Updates
FGAM Update April 2024 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson will discuss the FGAM investment philosophy, which we call Control the Controllables, and...