The FG Group

Welcome

The FG Group delivers a range of services to clients like you—corporate executives, founders and entrepreneurs in the narrow niche of technology, media and entertainment. We take a goals-based approach, underpinned by our mission to understand your busy life, distinctive needs and complicated income stream.
We know that clients desire to work with an advisory team they can relate to and engage with on a personal level. We value these synergies as well and draw on our experience partnering with individuals like you to share the best practices of others who have walked a similar path.
By positioning ourselves as professional fiduciaries with an outsourced family office-style approach, we help simplify your financial life through customized discretionary asset management. We address the many facets of your balance sheet via the full capabilities of J.P. Morgan's intellectual capital and global market perspectives. Together with our investment committee, we review your portfolio performance quarterly, screening funds with various metrics and making rebalancing decisions to help ensure you are on target to accomplish your objectives.
Our insights and differentiated backgrounds enable us to assist you in sophisticated ways, such as managing concentrated corporate stock positions that can both diversify industry risk and level out cash flows. You may have a multipronged revenue approach—comprising royalties, consulting fees and salary/bonus plans—for which we can help identify methods to both streamline and reformulate ongoing investment plans to reposition excess cash that can generate a higher return. We also create upside and downside wealth scenarios to assist you in contemplating entrepreneurial ventures or other investment situations.
Having deliberately built our practice in our home markets of Los Angeles and Seattle—recognized hubs for the technology, media and entertainment industries—we are positioned to respond to your wealth planning needs wherever you may be.

• Concentrated positions
• Discretionary portfolio management
• Wealth planning scenarios
• Private equity, credit, structured products and other alternative investment strategies
• Insurance and annuities
• Income generation

Investment approach

A reputation built one client at a time
At The Fagerlind-Goebert Group, we provide the highest level of personal attention and responsiveness to help you stay the course in both favorable and challenging times. We strive to foster exceptional, multi-generational relationships in a manner that is akin to a family office.
Our goal is to offer a caring and individually focused experience, and we hold ourselves to exacting standards in the pursuit of delivering on that promise. We are privileged to serve our clients, and we will continue to act in your best interests.
Goals-based process
We invest the time in getting to know you on a personal basis. By listening intently to your investment goals and requirements, and discussing assets, liabilities, spending patterns and cash flows, we gain a true understanding of your financial landscape. A review of your lending needs and potential large purchases, retirement plans and income needs is vital to our ability to intelligently craft a holistic investment strategy.
Tailored portfolio management
Our focus is to build enduring portfolios that target all of your financial goals. We implement instruments from all asset classes to address a breadth of financial objectives. Ultimately, the investment strategies we utilize are dependent on your unique scenario and risk objectives.
In an environment where returns from fixed income are less certain, we may turn to alternative investments such as hedge funds, real estate and private equity to help minimize volatility and diversify portfolios. Nontraditional strategies such as liquid alternatives afford us tactical flexibility and short-term advantages.
Retirement planning
As a core competency, we are highly proficient in charting a course of action that will help you accumulate retirement savings in a tax-efficient and risk-mitigated manner. Our team provides hands-on guidance to assess your unique circumstances and coordinate your differing sources of retirement income.
Support for sudden wealth
For those clients experiencing a liquidity event, we find that the biggest area of concern is often the tax consequences of financial decisions. By partnering with you, we help to consider the many facets of wealth management and develop plans designed to make these assets last a lifetime. Our team works seamlessly alongside clients' CPAs, attorneys, business managers and other outside advisors to aid in ensuring that the totality of each financial picture is considered.
Single point of contact
We serve as our clients' committed liaison to J.P. Morgan's institutional research and intellectual capital. To support the holistic needs of a client's wealth, we provide direct access to the firm's lending, mortgage, banking, and trust and estate resources.
Capabilities backed by outstanding credentials
With 30 years of combined experience in the financial services industry, we have molded The Fagerlind-Goebert Group around a strong team of professionals with differing yet complementary backgrounds. Our multidisciplinary team provides the type of personal touch that is invaluable when advising families with considerable assets.