New Articles

  1. Chief Investment Officer Brochure

    Created On: 01/30/2025 in Brochures
    Our Chief Investment Officer, Dr. William R. Nelson, leverages 25 years of pioneering experience in asset management and fintech to drive innovative financial solutions for our clients.

  2. 4 Beta Taxable Fixed Income Investment Strategy

    Created On: 01/30/2025 in Brochures
    We employ tax-efficient, low-cost strategies to enhance returns through diversified fixed income and stock investments, tailored to each client's risk tolerance and financial goals.

  3. 4 Beta Equity Investment Strategy

    Created On: 01/30/2025 in Brochures
    Our 4 Beta Equity Investment Strategy offers diversified, tax-efficient portfolios focused on value and small-cap stocks, using ETFs to manage risk and costs while aligning with your financial goals.

  4. 4 Beta Dependable Return Investment Strategy

    Created On: 01/30/2025 in Brochures
    Our 4 Beta Dependable Return Investment Strategy targets minimal risk with returns surpassing typical interest accounts through diversified short-term debt ETFs, focusing on cost efficiency and tax optimization.

  5. 4 Alpha Stock Analysis

    Created On: 01/30/2025 in Brochures
    Our 4 Alpha Portfolio Matrix enhances transparency and trust by offering detailed stock analyses, company attributes, business trends, and expert insights, empowering informed investment decisions.

  6. 4 Alpha Investment Strategy

    Created On: 01/30/2025 in Brochures
    Our 4 Alpha Investment Strategy aims to outperform large-cap indexes by leveraging long-term trends and selecting dominant, innovative companies, while maintaining low costs and tax efficiency for optimal growth.

  7. 4 Alpha Companies

    Created On: 01/30/2025 in Brochures
    A visual representation of the companies that make up our 4 Alpha investment strategy.

  8. Financial Planning Overview

    Created On: 01/09/2025 in Client Guides
    Financial Planning Portal Interactive financial planning that helps us create and monitor your personalized financial plan to reach your goals. Program Overview Clients with assets exceeding $500,000 under Financial ...

  9. Pontera Overview

    Created On: 01/09/2025 in Client Guides
    Held Away Account Management Program In addition to managing FGAM accounts, Financial Gravity also has a program where we can connect hundreds of company retirement plans that include 401(k)’s, 403(b)’s, 401(a) TSPs, as well as many 529...

  10. Fidelity Overview

    Created On: 01/09/2025 in Client Guides
    Fidelity Overview If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management. How to log into Fidelity Go to  https://www.fidelity.com/ ; Along the top bar next ...
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