
| Investment Hallmarks
Active Management Flexible Allocation Long-term Perspective |
FCM's investment objective is growth. We focus on increasing the
value of client assets. To meet this objective, Paul Quinn, Founder &
Investment Manager, actively manages two FCM-proprietary portfolios.
Stocks - The Focus 20 Portfolio
We aim to hold an equally-weighted 20-stock portfolio. A 20-stock portfolio maximizes the risk-reduction benefits of diversification while periodic rebalancing optimizes portfolio return. The Focus 20 selection criteria is a disciplined and consistent search for stocks with superior fundamental and technical strength combined with strong qualitative oversight. Emotion plays no part in our investing process. The end result is a blended portfolio that naturally adjusts in response to the changing economy across various sectors, company sizes, and growth and value stocks.
Bonds - The Fixed Income Portfolio
We create a customized fixed income portfolio for each client designed to control risk, provide income, and preserve the value of your portfolio. Fixed income securities are considered among the most conservative of investments, often viewed as a safe harbor compared to the stock market. Yet even the safest of harbors contains risks --
reinvestment risk, interest rate and price risk. We aim to maximize yield without risk to principal while keeping costs and tax implications low.

