How does the advisor help clients – Key Takeaways:
FTV CAPITAL is a financial services firm that specializes in providing tailored investment solutions to its clients. With a team of highly experienced advisors, the firm aims to help its clients achieve their financial goals and secure their financial future.
The key takeaways of how FTV CAPITAL helps its clients are:
- Expertise in financial management and investment strategies
- Personalized approach to meet individual client needs
- Commitment to client success and satisfaction
- Consistent monitoring and analysis of market trends
- Utilization of cutting-edge technology for efficient and effective services
Facts and Insights
Founded in 2000, FTV CAPITAL has built a strong reputation in the financial industry for its comprehensive and client-centric approach. The firm takes a holistic view of its clients’ financial situation and creates customized investment plans to meet their specific needs and objectives.
As of December 2020, FTV CAPITAL manages over $12 billion in assets under management (AUM). The firm has a team of over 100 advisors across its offices in New York, London, and Hong Kong, catering to a diverse range of clients, including high-net-worth individuals, businesses, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $12 billion+ | 100+ | 20+ years |
Financial Services Offered
FTV CAPITAL offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Wealth Management
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
Client Types
FTV CAPITAL serves a wide range of clients, including individuals, families, businesses, and institutions. The firm’s personalized approach allows them to tailor their services to meet the unique needs of each client.
Fees & Compensation
FTV CAPITAL follows a fee-based compensation model, where clients pay a percentage of their assets under management as a fee. This transparent and aligned fee structure ensures that the firm’s interests are fully aligned with its clients, as their success directly translates into the firm’s success.
Background
The founders of FTV CAPITAL had a vision to create a firm that truly focused on the success of its clients. With over 20 years of experience in the financial industry, the team at FTV CAPITAL has the expertise and knowledge to provide sound financial advice and investments for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FTV CAPITAL is legally required to disclose any potential conflicts of interest to its clients. The firm has a fiduciary duty to act in the best interests of its clients and to disclose any potential conflicts of interest that may arise. Clients can trust that their advisors at FTV CAPITAL will always act with integrity and transparency.