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Fieldstone Financial Company Overview
Fieldstone Financial Company Overview
F I N A N C I A L
Table of Contents
Letter from the Founder & CEO
About Us
Services 5
Endowments and Foundations
Our Approach
Our Mission
10
Our Advice
11
Our Locations
12
Our Research
13
14
Risk Management
15
16
FIELDSTONE
F I N A N C I A L
About
About Us
With roots dating back to 1965, Fieldstone Financial is one of the oldest,
continuously operating Fee-Only financial planning and investment advisory
firms in the United States.
Whether youre looking for an objective opinion about your personal financial
situation, are in need of a seasoned professional to participate in your foundations
investment committee, or require something in between, our collaborative team
approach enables us to select the right people to fulfill your needs.
Because we offer no investment or insurance products and have no hidden
agendas, each of the financial strategies we recommend is motivated solely by our
interest in helping you achieve the financial goals you establish.
FIELDSTONE
F I N A N C I A L
Services
Our Services
FIELDSTONE
F I N A N C I A L
Endowments
Endowments and Foundations
A more efficient, bundled, turn key approach
Our bundled, turn key
approach to foundation
and endowment services
has been tailored to
efficiently provide your
investment committee
with the necessary due
diligence, trading and
reporting tools without
breaking the bank.
At Fieldstone Financial, we focus our attention on endowments and foundations with less
than $50 million in assets where, like you, we can really make a difference. We believe
foundations and endowments of this size require a more efficient, bundled, turn key
approach to the management of their assets than is currently available through traditional
channels. Our bundled, turn key approach to foundation and endowment services has
been tailored to efficiently provide your investment committee with the necessary due
diligence, trading and reporting tools without breaking the bank. With a myriad of
both public and private investment vehicle options to round out your asset allocation,
Fieldstone Financial may just be the solution to your asset management needs.
Whether you wish to fully outsource the management of your investment holdings or
simply need someone to sit on your investment committee, we will work together, with
you, to outline and ultimately address your needs.
FIELDSTONE
F I N A N C I A L
Team
At Fieldstone Financial
we amplify the individual
talents of our team
members through
ongoing professional
collaboration.
FIELDSTONE
F I N A N C I A L
Team
Given the ever changing business landscape, it is critical to remain true to our
core mission to provide truly objective advice.
Our Tactical Council is comprised of an exceptional group of professionals
that have risen to the top within their respective industries and offer
constructive guidance to our management team as we seek to maintain and
ultimately enhance your client experience.
From the dedicated, data driven team at Fieldstone Research who perform
due diligence on each investment opportunity we pursue to our advisory
committee who help us to continuously improve our business processes, we
have surrounded ourselves with excellence.
FIELDSTONE
F I N A N C I A L
Approach
Our Approach
FIELDSTONE
F I N A N C I A L
Mission
Fieldstone Financial is
dedicated to the delivery
of truly objective advice,
unencumbered by
traditional productoriented approaches.
Our Mission
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F I N A N C I A L
10
Advice
Our Advice
Today we at Fieldstone
Financial lead a client
centered movement to
inspire those willing
to invest the time and
energy required to create
meaningful, multigenerational wealth.
From our roots dating back to 1965, it has always been about truly
objective, unwavering advice. Today we at Fieldstone Financial lead
a client centered movement to inspire those willing to invest the time
and energy required to create meaningful, multi-generational wealth.
Through our combined efforts, we encourage clients to author their own
financial story. Its time to expect more from a financial planning and
investment management firm. That journey starts with us.
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F I N A N C I A L
11
Locations
Our Locations
Given the revolving nature of relationship managers existing in many firms today,
we recognize how difficult it is to select a financial partner with whom you connect
both intellectually - and personally. Our growing network of closely-monitored
professional advisors enables you to rest assured that no matter where life takes you,
Fieldstone Financial will be with you throughout your entire journey.
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F I N A N C I A L
12
Research
Our Research
Our three-dimensional
investment philosophy
is designed to preserve
your investment
assets while carefully
aligning risk/reward
characteristics with
individually stated risk
preference.
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F I N A N C I A L
13
Management
Our Tactical Management
Are you leveraging tax savings opportunities to
bolster your retirement accumulation?
We take a proactive
step toward controlling
your future with advice,
consultations, and
strategies geared toward
your success.
Small business owners are frequently conflicted in their choice to either fund
ongoing business initiatives or their retirement accounts. More often than not,
the immediate need to fund business initiatives prevails pushing retirement
further and further away. Taking a proactive, consultative What can I do?
approach to managing your income tax burden rather than the traditional
What do I owe? approach employed by most accountants, might just be the
solution to your retirement accumulation dilemma.
If youre ready to take a proactive step toward controlling your future, contact
us and well provide you with a complimentary, objective second opinion.
After all, were small business owners too!
FIELDSTONE
F I N A N C I A L
14
Manage Risk
Risk Management
Asset bubbles have become all too common in the institution driven investment
markets. We dont have to look too far back to see both the rise and fall of the
investment markets. All too frequently individual investors seemingly end up with
the short end of the stick. Is this all by design?
Our asset preservation strategies here at Fieldstone Financial are driven by stress
tested portfolio models that have been used by institutional money managers to
more accurately forecast outcomes. We routinely review our portfolio models with
an eye toward what might happen should specific scenarios play out. By utilizing
this approach, we can have more productive conversations with you which result in
investment decisions designed to meet your individual needs.
If youre ready to take a proactive step toward controlling your future, contact us
and well provide you with a complimentary, objective second opinion.
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F I N A N C I A L
15
Succession
Managing Your Succession
Regardless of industry, all successful business owners ultimately face the same set of
problems: How do I identify and retain key employees that will help me to achieve
the level of financial success and day-to-day freedom I desire? How will my business
continue to operate without me at the controls? How will I extract the equity value I
have built within my business so that I may retire in the level of comfort I have earned?
As a successful business owner, these issues either already haunt your daily life or soon
will. Our succession planning strategies are designed to address each of these mission
critical questions and provide workable solutions that you can begin to implement in
your quest for your ultimate retirement, whether today or long into the future.
If youre ready to take a proactive step toward controlling your future, contact us and
well provide you with a complimentary, objective second opinion. After all, were
small business owners too!
FIELDSTONE
F I N A N C I A L
16
FIELDSTONE
F I N A N C I A L
www.fieldstonefinancial.com
(800) 888-5164