Generate Compound Growth
Many years of research and testing enabled us to develop proprietary investment models that provide a real opportunity to achieve for ourselves and our clients the goals of a) removing emotion from investing, b) generating compound growth over the long term and c) avoiding major market downturns.
Prepare for the Future
FDR provides financial planning and basic estate planning to families, foundations, trusts, 401(k) plan sponsors and participants, and institutional investors. Where we go above and beyond is in the educational component of our services. “Simplifying complexity” is one of our mantras.
Strengthen Your Business
Our team has knowledge and experience from the world of small business and nonprofits. Therefore, the products we provide to you -- from basic financial analysis to loan preparation to business valuation -- all have relevance in the real world in which your organization operates.