Investment Planning

At Ferguson Mercer Capital Partners our philosophy is a proven cash flow approach, enhanced by sophisticated investment planning to deliver tax efficiency and profitable risk-adjusted returns. Our wealth management practice focuses on implementing investment portfolio management strategies designed specifically for each client's unique situation.

 

We evaluate each client's financial goals, income and growth needs, tolerance for risk and volatility, and investment time horizons to develop a portfolio specifically tailored to each of our clients.

 

With structured diversification strategies, finely balanced portfolios from both a return and risk perspective, while taking into account exposure to external market risk factors, we advise our clients on realistic performance expectations to deliver successful investment strategies and customize their investment plans and comprehensive wealth management services.

 

We take into account factors such as a client's life goals, income needs, investment risk, taxes and other variables and we thoroughly analyze the global investment arena and investment portfolios that are customized and closely monitored.

OUR SERVICES

WEALTH MANAGEMENT

At Ferguson Mercer Capital Partners we take advantage of efficiencies in the capital markets by creating a strategic combination of tax-efficient portfolios and expert asset allocation.

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Advisory Services

We are trusted advisors to all of our clients by helping them make more informed decisions about how they can strategically manage their capital with a full range of integrated services that are associated with individual objectives.

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ASSET MANAGEMENT

We provide asset management, investment advisory services and advanced research-based portfolio management, dealing with both growth- and income-oriented portfolios.

 

 

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Risk Management

Cost growth, squeezed margins and the requirement for greater scale has been a feature of our industry over the last few years, which has challenged asset managers to innovate to protect profits.

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Investment Planning

At Ferguson Mercer Capital Partners our philosophy is a proven cash flow approach, enhanced by sophisticated investment planning to deliver tax efficiency and profitable risk-adjusted returns.

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Investment Strategies

We offer a unique approach to financial planning services, providing a depth of resources, attention to detail when it comes to client relationships and access to a broad and proven selection of financial strategies.

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