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Last Updated: 06/13/2025
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: 06/13/2025
in Brochures 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.
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Last Updated: 06/13/2025
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: 06/13/2025
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: 06/13/2025
in Brochures A visual representation of the companies that make up our 4 Alpha investment strategy.
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Update My Contact Information See below on how to let us know that your address, phone number, or email address has changed and is needing to be updated on your accounts. Update My Address Step 1: Send an email to clientsuccess@financialgra...
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How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. Op...
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Where to Mail Your Check Below are the addresses to our home office, custodians, and carriers that we work with should you need to mail a physical check to an institution. If you do not see the institution listed below, please reach out to us at ...
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Add/Update My Banking Information In order to update your banking information on your investment account(s), one of the following forms of documentation listed below will be required before we can begin processing the request. Voided Check Ban...
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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 and 457...