Our philosophy regarding wealth management is non-traditional in that we seek to provide an unparalleled level of transparency and accountability. With the recent financial crisis, we are keenly aware of the risks and concerns facing investors. With these apprehensions in mind, we designed our process to provide the maximum level of transparency and accountability available to investors.
Clients of FTAG enjoy complete transparency. Clients apply for and maintain accounts at our broker partner. Because each client has a separate account, clients can log in to their account at any time and see exactly how much their account is worth, and exactly what positions their account holds, all in real-time. We demand this level of transparency in order to provide clients with the peace of mind they deserve. Clients have complete and unfettered access to their funds at all times and are free to deposit and withdraw as they see fit.
While FTAG takes an active approach to investing on behalf of clients, we will not be compensated for the level of activity in your account, unlike traditional commission-based private wealth managers. Clients pay a management fee for the active strategies of FTAG, and as client accounts increase in size, both parties benefit. We also offer a performance fee on profits to qualified investors in order to further align incentives and accountability with our clients’ best interests.