4 Alpha
4 Alpha is an actively managed, undiversified, low-turnover equity investment strategy in which clients typically directly own stocks.
4 Beta
4 Beta is a diversified, low turnover equity strategy in which clients typically own ETFs.
ADB
Average Daily Balance
AUM
Assets Under Management
FGAM
Financial Gravity Asset Management (FGAM): A registered investment advisor providing a turnkey asset management platform for investment portfolio management.
FGEM
Financial Gravity Enhanced Markets (FGEM): An independent marketing organization (IMO) managing agents and assisting clients with annuities and life insurance solutions.
FGFOS
Financial Gravity Family Office Services (FGFOS): A registered investment advisor and fractional family office offering financial planning and investment advisory services.
FGTS
Financial Gravity Tax Services (FGTS): A tax services firm specializing in tax returns, strategic tax planning, and tax projections.
FOD
Family Office Director
FOP
Family Office Partner
IAR
Investment Advisor Representative
IFOD
Independent Family Office Director
IMO
(Independent Marketing Organization): A company formed by independent life insurance agents, serving as a bridge between insurance carriers and independent agents.
Intake Risk Category
Risk Category filled out by client on their intake form
QCD
Qualified Charitable Distribution
Real Risk Number
This term is often used on conversation, and usually refers to the Real Risk Tolerance
Real Risk Score
The risk of the underlying security, when aggregated by weighted average of a portfolio's holdings is the portfolio's real risk score.
Real Risk Score Category
The correlating risk category determiend by the real risk score
Real Risk Target
The risk of the asset allocation aligned closely to the Real Risk tolerance chosen by the client
Real Risk Tolerance
This is the number representing the risk a client is willing to take with their portfolio (from the Risk Meter)
Real Risk Tolerance Category
The correlating risk category determined by the real risk tolerance
RIA
Registered Investment Advisor
RMD
Required Minimum Distribution
TAMP
Turnkey Asset Management Provider
TBP
Tax Blueprint (TBP): A personalized tax savings strategy designed to help clients and businesses implement effective tax-saving measures.
TMA
Taxes First, Then Math Analysis
TMN
Tax Master Network (TMN): A tax strategy firm offering customized tax blueprints to help clients and businesses optimize tax savings.
TWR
Time Weighted Return
UFOD
Unlicenced Family Office Director