Firmo is an independent, fee-based and performance-based Registered Investment Advisory firm.
We don't charge commissions for portfolio management services. Instead we charge a straight fee, a percentage on the amount of assets under management.
This means our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to clients.
Our team of talented professionals are committed to building lifelong relationships with clients based on honesty, prompt service, and results. We use the best research and technology available to help you succeed with your financial goals.
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Investing with a purpose.
Transparency, focus, and great client services are what Firmo believes in. We do not invest just to invest. Firmo takes the Investing with a Purpose approach to managing your money.
Prior to making recommendations, we discuss what is most important to the client, you. We ask the important questions.
Why do you want to invest? What are your most important goals? What are your expectations? What kind of decisions need to be made to reach your goals?
Taking the time to answer these questions will help determine the right course of action for you.
Together, we will create a plan to help you succeed. In your plan, we address the potential road blocks (economy, tax changes, personal financial challenges, etc.) and possible solutions to overcome those obstacles to give the highest likelihood of accomplishing your goals.
Get your plan in motion today and start investing with a purpose.
News & Publications
Bre Exit: All you need to know about the Uk leaving the EU. By Brian Wheeler and Alex Hunt BBC News
It is impossible to predict exactly how the Greek crisis will play out. The next major signpost for the crisis, assuming that neither side in the negotiations “blinks” this week, will be the July 5 referendum. If Greek citizens vote to accept more austerity measures, then prospects of eventual agreement between creditors and the government of Greece would improve markedly. Although the current Greek government may fall if the population votes “yes,” the present bout of financial market turbulence likely would die down quickly in the aftermath of a “yes” vote. On the other hand, however, a “no” vote likely would lead to Greek default and exit from the Eurozone and further financial market volatility. Stay tuned. By Jay H. Bryson Global Economist
In my time working with the great economic forecaster Robert La Morte, from Behavioral Economics, he showed me how to identify economic and technical trends of a market cycle that has had its run looking for a correction. We are of the belief that short term, the markets may rally some, but the correction process has started. We are looking at a significant correction of around 15-25 percent from the highs by the end of the year.
Firmo is proud to present Vice President, Investments - Carlos Lopez Jr., who will help oversee Firmo Investment Consulting Services' fixed income and institutional services from the Dallas/ Ft. Worth metroplex at: 5048 Tennyson Parkway, Suite 250 Plano, Texas 75024. Carlos brings more than 19 years of experience in the financial industry working with such companies as: UBS as an Investment Advisor, Stone & Youngberg as Vice President of High Yield Sales Trading, and at GoldenTree Asset Management, LP as a Senior Business Analyst.
Today's housing numbers, MBA mortgage demand and New Home sales, were terrible. Reiterating our US Housing Slow down Macro Theme for Q2 2014.
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