Investments

Investment Management Services

A central component of financial planning involves advising on or actually managing a client’s financial assets. Therefore, a financial planner needs to be knowledgeable with regard to asset or investment choices, the expected rates of return and risk exposures associated with each asset choice, and the suitability of each asset category for a client. Each investment opportunity has advantages and disadvantages. Each investor has a unique set of needs, goals, attitudes, and resources that influence the relative attractiveness and suitability of particular investments for that investor. As an independent firm working for you, we are not obligated to sell or recommend proprietary products or specific investments. In fact, the Investment Advisor Representatives at Fort Wealth Management are held to a fiduciary standard. They recommend financial products, investments, and management solutions that are in your best interest.

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Advisory services offered through CoreCap Advisors, Inc., a registered investment advisor. This material does not constitute an offer to purchase or sell securities or a solicitation of such offers in any jurisdiction in which Fort Wealth Management, CoreCap Advisors, Inc. and their respective associated persons are not appropriately licensed and/or registered to make or receive such offers. Fort Wealth Management and CoreCap Advisors, Inc. are separate and unaffiliated entities.

 

The content of this website is developed from sources believed to be accurate and current; however, Fort Wealth Management does not control those sources and therefore cannot guarantee such accuracy or currency. This material does not constitute tax or legal advice; Fort Wealth Management does not give such advice and you are encouraged to consult with appropriate professionals for such advice. Some of the material on this website was developed and produced to provide information on a topic that may be of interest. Fort Wealth Management, and CoreCap Advisors, Inc. are separate and unaffiliated entities. The opinions expressed and material provided is for general information and should not be construed as an offer to purchase or sell securities or a solicitation of such offers.