Financial Partners Capital Management LLC

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[...] Financial Partners Capital Management LLC Background Financial Partners Capital Management is an employee-owned Investment Company. The firm is listed as an Investment consultant and aims at providing discretionary investment management services to a different group of customers in the United States and other international individuals, trusts, endowments, foundations and retirement plans. FCPM has successfully combined disciplined wealth management with a commitment to client services. The firm is dedicated to each client's financial well-being inconsistent with investment strategies and impressive long-term returns. [...]

[...] The top-down macro-analysis, used in conjunction with a bottom-up micro-approach, helps the company align the purely analytical view with that of the markets, thus tempering overly optimistic or pessimistic tendencies. The unpredictability of the capital markets has positioned a premium on flexibility. The principals believe that neither a traditional top-down nor a bottom-up approach to portfolio management is solely adequate. The company's decision-making process allows the company to search for a combination of asset valuation, growth in earnings and free-cash flow. In the current volatile capital market, the decision to sell is difficult as compared to the decision to buy. [...]

[...] Through this, the company protects customer's assets in order to achieve consistent superior results. Fixed Income Management FPCM's active approach in managing taxable and non-taxable fixed income securities is designed to produce positive real rates of return over time. Portfolios are invested in a variety of instruments, depending on the top- down or bottom-up analysis: government bonds, agencies, mortgage-backed securities, corporates, tax-exempts, and others. The company focuses predominantly on investment grade securities to protect capital and to control the credit risk, but remain open to investing in higher yielding securities when spreads are attractive. [...]

[...] Buying protective puts This strategy involves purchasing put options, that is, the right to trade a security at given price, on a security that is already owned. The strategy aims at guaranteeing a minimum selling price on a given security, therefore, limiting the downside risk (buying insurance). The upside potential is reduced by the price paid on the option. Selling puts to buy stock lower prices This strategy involves selling put options. The company adopts this strategy when they would like to purchase a certain security at a lower level at the current market price. [...]

[...] Mezzanine financing: Tools, applications and total performance. Kush, B. D. (2009). Auditing leadership: The professional business and leadership skills required. Hoboken, N.J: Wiley. [...]