secure finacial future





"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1."
Warren Buffett

OUR MISSION

To provide the highest quality investment management and financial planning services to individuals, families and small businesses through objective advice, competitive results and personal service.

Contact us today to see how we can help you achieve a secure financial future! 540-441-7699

OUR PHILOSOPHY

Independence
Futurity Capital maintains complete independence, focusing exclusively on investment management and financial planning services to individuals and small businesses.  One of the foremost reasons to use an independent RIA is our ability to provide unbiased advice.  Futurity Capital is an independent registered investment advisor – we have no incentive to sell products. This stability of purpose allows us to provide the high level of impartial financial advice and personal service our clients expect.

Experienced Professionals
Many firms bill themselves as financial planners but actually lack the necessary education, credentials and legal status to do bona fide financial planning.  We are committed to maintaining the highest caliber of dedicated, experienced financial professionals. The Partners at Futurity Capital have decades of experience in the financial services industry, resulting in the highest level of professionalism and client service.

A Personal Relationship
We strive to anticipate and exceed our clients’ expectations by fostering a close personal relationship, one marked by frequent communication and a level of service unparalleled in the financial services marketplace.

Professional Code
Our responsibility is to act in the best interest of our clients. We are committed to providing our clients with the highest standard of service and confidentiality.  We respect the trust placed in us.


OUR APPROACH

We strive to maximize returns while minimizing risk. We take a conservative, value-oriented approach to investing. Many investors wrongly assume that in order to produce higher gains, you must take higher risks. Our experience tells us that by examining the downside risk first, we have a much higher chance for positive returns.

Identify a client's objectives - we meet with each client to ascertain their needs and goals
  •     Growth
  •     Current income
  •     Fund the children's education - save & grow tax-free
  •     Comfortable retirement
  •     Transfer assets to children and grandchildren
  •     Outperformance versus a general market benchmark over a market cycle
  •     Downside protection

Develop a sound financial strategy
  •     Financial plan creation
  •     Reliable tax strategy
  •     Retirement plan creation
  •     Estate planning

Develop a sound investment strategy
  •     Investment ideas are sourced both top-down and bottom-up
  •     Portfolio construction emphasizes diversification of risk
  •     Disciplined analytical framework - critical stock selection factor reflects the risk/return objectives of each of our portfolio strategies
  •     Trends: socio-economic, technology transition, or supply/demand trend in its favor
  •     Business Model: understandable, competitive, and sustainable
  •     Sound & effective management
  •     Valuation: attractive vis--vis quality & alternatives

Monitoring the portfolio
  •     Rebalancing as needed
  •     Sell once valuation objective is met
  •     Sell if deterioration in fundamentals
  •     Sell if industry change impacts stock
  •     A Client's life events can impact investment objectives

Freedom
  •     As an independent investment advisor, our advice is completely unbiased - no incentive to "push" house products like a brokerage firm
  •     Not constrained to any one type of investment
  •     Can use your broker or can recommend one we have worked with successfully
  •     We do not take custody of assets

Communication
  •     Regular updates
  •     Meetings as needed
  •     Range of services provided can change as Client's needs change

Prudent diversification, careful research, a long-term perspective and close attention to detail are the hallmarks of Futurity Capital's investment philosophy.