Fully Invested in
Better Outcomes
As a global investment firm, we foster diverse perspectives and
embrace
innovation to help our clients navigate the uncertainty of capital
markets
Value investing
redefined
At fxinvestmentsolution.com, we create value by sticking to our
consistent
investment
philosophy and disciplined research process
Building prosperity, security
&
opportunity
Discover the fxinvestmentsolution.com difference and view our
Investment
Performance Highlights.
*******
Our advisors connect your finances to what you want out of life and create a plan designed to make it happen, revealing possibilities while protecting you from the unexpected—today and every day after.
- A personalized plan that brings all aspects of your financial life together
- A strategic mix of insurance and investments working together for your goals
- Your go-to financial expert who helps keep your big picture, and dreams, in focus
View Certificate of Incoporation
Institutional investment Mangement
When you select fxinvestmentsolution.com to manage institutional assets, you will discover...
Real Assets
Investors looking to add a broad real assets allocation to their private markets...
Alternatives
As a pioneer in alternative investing, fxinvestmentsolution.com has a long track record of managing...
Investor
Relations
fxinvestmentsolution.com provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands fxinvestmentsolution.com Management, we offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of fxinvestmentsolution.com since the origin.
Our Diversity &
Inclusion Strategy
At fxinvestmentsolution.com, we want every person to have the opportunity to succeed based on merit, regardless of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity expression, military or veteran status, or any other criterion. Why is this so important? To us, diverse and inclusive teams enriched with people of distinctive backgrounds make us better. They help us generate better ideas, reach more balanced decisions, engage our communities and help our clients achieve better outcomes.
FINANCIAL
PLANNING
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead.
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Professionally managed investment portfolios
Time is a precious commodity. Researching investments in ever-changing markets and handling investment transactions are more than most people have time for. fxinvestmentsolution.com's Asset Management Solutions program allows you to delegate the daily management of your assets and invest with confidence, knowing that your portfolio is in the hands of experienced professionals.
Different goals require different approaches.
At fxinvestmentsolution.com we recognize that each investor is unique. That’s why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.
To provide you additional value, we strive to:
- Create opportunities for rewards while managing risk.
- Minimize management and administrative costs.
- Provide ongoing services that adapt to changes in your goals.
wealth planning
A solid Wealth Plan ensures you have a financial strategy that supports your aspirations. Once we understand your lifestyle goals, we look at the current path of your finances to ensure that you are on track to meet them through retirement and beyond.
PREMIUM PLAN
30% - 35% PIPS Get Started- minimum:$10,000
- maximum:$UNLIMITED
- 10% Trade Commission
- 24/7 active support
MASTER PLAN
25% - 30% PIPS Get Started- minimum:$5,000
- maximum:$9,999
- 10% Trade Commission
- 24/7 active support
STANDARD PLAN
20% - 25% PIPS Get Started- minimum:$500
- maximum:$4,999
- 10% Trade Commission
- 24/7 active support
CORPORATE PLAN
70% - 80% PIPS Get Started- minimum:$100,000
- maximum:UNLIMITED
- 10% Trade Commission
- 24/7 active support
ULTIMATE PLAN
60% - 70% PIPS Get Started- minimum:$50,000
- maximum:$99,999
- 10% Trade Commission
- 24/7 active support
PREMIUM PLAN
50% - 60% PIPS Get Started- minimum:$20,000
- maximum:$49,999
- 10% Trade Commission
- 24/7 active support
MASTER PLUS PLAN
40% - 45% PIPS Get Started- minimum:$10,000
- maximum:$19,999
- 10% Trade Commission
- 24/7 active support
STANDARD PLAN
30% - 40% PIPS Get Started- minimum:$500
- maximum:$9,999
- 10% Trade Commission
- 24/7 active support
ULTIMATE PLAN
200% PIPS Get Started- minimum:$150,000
- maximum:UNLIMITED
- 10% Trade Commission
- 24/7 active support
STARTER PLAN
100% - 124% PIPS Get Started- minimum:$50,000
- maximum:$99,999
- 10% Trade Commission
- 24/7 active support
PREMIUM PLAN
150% PIPS Get Started- minimum:$100,000
- maximum:$149,999
- 10% Trade Commission
- 24/7 active support
OUR VALUES
At the heart of our business are our partners: the entrepreneurs and management teams we back; the investors in our funds; the advisers and intermediaries we work with; and the banks and other lending institutions to our deals.
Highly Ambitious
We strive to build world-class businesses to generate superior returns for our partners.
Winning
We are here to win. We are constantly improving, and are committed to out-thinking and out-executing our competitors. We take on what others dismiss as impossible, and solve the hard problems that others walk away from. This is why we hire the best.
Integrity
We do things the right way, without compromise, the first time – every time. We are direct, decisive and, above all, accountable. We practice sound judgment and common sense in our actions that conforms to the letter and spirit of the law at all times. We win on the merits, with integrity.
Learning
We are driven by a thirst for knowledge. We are constantly learning – from each other and from inspired thinkers around the world. We passionately pursue new ideas, new innovations and new strategies that will strengthen our competitive advantage
ACTIVE MANAGEMENT ACROSS ASSET CLASSES
Oppulent Trade offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, fxinvestmentsolution.com provides engagement in equity and bond markets, proxy voting and policy advocacy.