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Office: (913) 826-6982   Fax: (913) 948-9484 

tj@fpgkc.com or james@fpgkc.com 

 10925 Antioch Road, Ste 100, Overland Park, Ks 66210

Investment advisory services offered through Financial Partners Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Financial Partners Group, Inc. are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. 

INVESTMENT 

MANAGEMENT

Investment Management Philosophy

 

Our Investment Philosophy is simple.  There is a time for growth and a time to protect.  Markets, financial goals and investment strategies change over time.  Too often we see clients who have been involved in advisor relationships where investment holdings simply stay static over time regardless of the investment landscape. 

 

Although diversification is important, it is not the only key to having a successful plan.  Diversification has become too broad of a definition in the financial industry for most people to determine a true meaning of the word.  Investment allocation among multiple asset classes is not enough to survive in today’s financial environment due to the high correlation of global markets that have evolved over the past decade.

We believe it is imperative to have tactical strategies in place to make decisive changes in a client’s portfolio based on sudden unexpected opportunities that evolve as well as protecting in times of uncertainty.  For this reason we are advocates of constantly monitoring your portfolio and making necessary changes based on the resources, knowledge and expertise of our investment management team.  

 

Secure your future

Need more details? Contact us

We are here to assist. Contact us by phone or email.