Providing customized investment solutions for trust departments and independent trust companies

We deliver investment solutions tailored to acknowledge the objectives, special circumstances, and individual preferences of each of our client’s customers – either through construction of a portfolio of individual securities, mutual funds, or a combination of the two.

Portfolio management is our core business. We would be pleased to respond to your inquiries with details about our portfolio management services.

Dedicated Portfolio Managers

Each of our clients is assigned an experienced team of investment professionals with a dedicated Portfolio Manager as their single point of contact. Portfolio Manager teams are responsible for portfolio management and ongoing communication with their clients.

In support of client marketing efforts, Portfolio Managers are available for on-site visits, client and prospect meetings, and investment and educational seminars.

Separate Account Management - The Portfolio Review Process

Clients receive custom-tailored portfolio reviews for each account we advise. 

The portfolio review process begins with an initial Investment Management Proposal, which examines the current asset allocation and securities holdings, and makes appropriate recommendations that acknowledge the customer’s investment objectives and special circumstances. Regularly scheduled portfolio reviews – usually quarterly - follow thereafter.

Initial and ongoing portfolio reviews incorporate relevant support documentation and educational materials, which provides you  with two important benefits:

• Enhancing your communication with your customers.
• Complying with pertinent regulatory requirements through continuous documentation of the investment process, investment advice, and actions taken.

Our proprietary portfolio management software links with most of the major trust accounting systems, providing our clients with a seamless and convenient method of transmitting portfolio data. 

FSG Mutual Fund Program

The FSG Mutual Fund Program provides an attractive alternative investment vehicle for you and your customers that need or request mutual funds.

The FSG Mutual Fund Program is a disciplined and documented investment program ideally suited for use by fiduciaries. The program can be packaged and promoted to facilitate your marketing efforts. 

The program uses selected mutual funds in five different investment models designed to acknowledge different investment objectives and risk tolerance levels. Funds are selected in each of five different models using established investment criteria, including current and historical data, management style, performance record and tenure, expense ratios, as well as other pertinent criteria.

Feldman Securities Group does not underwrite or manage proprietary mutual funds, thereby avoiding bias or potential conflict of interest in fund selection.