What We Do| FHG Limited

There’s no one-size-fits-all approach to wealth management. That’s why our highly personalized approach centers around you. From day one, your Private Wealth Advisor will work hard to understand your vision ― so we can customize an investment plan tailored to your unique objectives.

We provide hands-on, personalized service backed by the resources of FHG Limited, one of the world’s oldest and largest asset management firms. Our singular focus is on investment management and wealth planning, allowing us to concentrate on delivering superior long-term results.

Creating your financial game plan

Our approach, called Goals-Based Portfolio Solutions (or GPS for short), is rooted in extensive academic research and analytics. This enhanced analysis builds upon traditional wealth planning work by customizing portfolio recommendations to address all your financial goals.

We’ll also conduct a Wealth Strategy analysis, modeling investments so you can see the potential trade-offs of decisions. As a result, you’ll get a clear view of how your assets may grow over time.

We get to know you so we can serve you better.

From the moment you sit down with us, the focus is on you. We’ll take a detailed view of your situation so we can build a tailor-made investment plan just for you. And we’ll also work with you every step of the way, so you’re never left in the dark.

Every client has a dedicated Private Wealth Advisor backed by a team with decades of experience, including Trust & Estate professionals, Investment Specialists and a Wealth Advisory Group. With no call centers or no waiting on hold, you’ll enjoy the kind of service you’d expect from a trusted friend.