Updated Articles

  1. Dividend Facts

    Last Updated: 01/30/2025 in Brochures
    We emphasize evaluating company characteristics and long-term trends over focusing solely on dividend payments when considering investments.

  2. Control the Controllables

    Last Updated: 01/30/2025 in Brochures
    We emphasize the importance of managing controllable factors in financial planning, such as costs, taxes, compounding returns, diversification, and risk alignment, to achieve a successful retirement strategy amidst unpredictable market conditions.

  3. Chief Investment Officer Brochure

    Last Updated: 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.

  4. 4 Alpha Companies

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

  5. 4 Beta Taxable Fixed Income Investment Strategy

    Last Updated: 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.

  6. 4 Beta Equity Investment Strategy

    Last Updated: 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.

  7. 4 Alpha Stock Analysis

    Last Updated: 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.

  8. 4 Alpha Investment Strategy

    Last Updated: 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.

  9. Charles Schwab Overview

    Last Updated: 01/14/2025 in Client Guides
    Charles Schwab Institutional Client Overview Schwab Institutional is the custodian that holds your investment account assets managed by Financial Gravity Asset Management.  To view all of your Schwab accounts in one place, log into th...
Copyright © 2023 – 2025 Financial Gravity. All rights reserved. Investment Advisory Services may be offered through Financial Gravity Asset Management, Inc. (FG Asset Management), an SEC Registered Investment Adviser and/or Financial Gravity Family Office Services, LLC. (FG Family Office Services), an SEC Registered Investment Adviser. Neither FG Asset Management nor FG Family Office Services provides tax or legal advice and is not a certified public accountant.