Portfolio Advisory Services
Personalized Portfolio/Investment Services to reach your goals...
FPT Services provides an individualized program offered through Cetera Financial Specialists, LLC. Portfolio Advisory Services is a fee-based investment program designed to help you capture market returns and pursue your long-term investment goals. It offers a wide range of asset allocation portfolios strategically built to help accomplish your specific investment objectives. As your investment advisor representative, and with the help of this program, the objective is to help you invest your assets and manage long-term risk based on your risk tolerance and personal financial goals. Portfolio Advisory Services features a highly diversified investment approach, based on Nobel Prize-winning financial concepts supported by decades of market research and asset-class data. Using this disciplined approach, allows you to stay invested in the market over the long term and to pursue your goals and dreams.
Portfolio Advisory Services uses low-cost institutional asset-class mutual funds, provided primarily by Dimensional Fund Advisors and selected by the Cetera Specialists LLC Investment Committee, to build broadly diversified portfolios that incorporate fixed income to help manage risk. Assets are held by Charles Schwab & Company.
Portfolio Advisory Services
Key Features
- Low-cost institutional asset-class mutual funds
- An organized investment framework and methodology to potentially capture market returns while managing risk
- Portfolios structured for your risk tolerance level and time horizon
- Periodic, disciplined rebalancing as an important risk-management tool
- Choice of domestically focused portfolios or global core portfolios
- Ability to aggregate multiple accounts in one portfolio
- Tax-effective strategies
- Quarterly performance reporting
About Dimensional Fund Advisors
Since 1981, Dimensional Fund Advisors (Dimensional) has been dedicated to managing investments on behalf of clients, and currently manages more than $245 billion in assets. Dimensional uses a transparent scientific approach to investing that is based on academic research and the belief that markets are efficient, with the goal of capturing higher expected returns without trying to outguess the market. Their mutual funds are designed to capture specific asset class risk/return characteristics, which allow the construction of highly customized portfolios for investors. Dimensional adds value through specialized portfolio structure and execution, and their unique trading protocols result in lower overall mutual fund expenses.
About Charles Schwab & Company
Charles Schwab & Co. is a leading securities brokerage and financial services provider to individual investors, exceeding $1.4 trillion in client assets. It is a third-party broker-dealer responsible for safeguarding client assets, executing and clearing client trades, and providing client account data to the investment advisor representatives of Cetera Investment Advisors.
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987. This is not a solicitation for sale of securities in any jurisdiction.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all the products and services referenced on this site may be available in every state and through every representative listed.
For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com
Following are the states in which B. Eugene Burkett is registered: Florida, North Carolina, South Carolina and Texas.
Take the first step toward securing your financial future now, call FPT Services at 321-631-0383 or Email us for a free financial consultation.