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FUTR Updates ’ Category
September 9, 2011 Posted in
Family Wisdom, FUTR Updates |
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Markets have priced the value of last night’s NFL Opener, lights going out in SAN and the speech given last night.
Each investor is protect his private property. In 14 months we’ll know what was protected.
August 13, 2010 Posted in
FUTR Updates, SafeKeeping & Custody |
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One motivating factor for creating FUTR Family Management is transparency, truthful disclosure underlying all activities. Several name plate, national trust comanies, with whom I have personal experience, do not (and will not) disclose the nominal and actual total fee paid for management of relationship assets in either dollars or percentage rates. Today is Friday, August 13th . . . it turns out to be quite lucky and satisfying . . . FUTR’s first client’s billing went out after double checking and reconciliation. The billing rate was 2.05 percent on the assets under management . . . it ended up slightly less than 1.75 percent. This reduction occurred naturally, proactively and transparently . . . a 15% reduction is easily understood because FUTR’s clients only pay for service fulfillment!
All FUTR’s fees are billed in arrears and payable monthly. Our relationships gain a protective benefit from a custodial bank with trust powers in all 50 states of the United States. They benefit from security selection criteria based upon Benjamin Graham’s precepts of “margin of safety”, “intrinsic value” and “special situations” or market anomalies. “Fundamentals . . . fundamentals . . . fundamentals” is just like successful real estate investing based upon “location, location, location”.
FUTR Family Management is dedicated to preserving multi-generational wealth through superior organizational and financial advice to families, protecting their legacy and encouraging family member participation in the process . . . which is fully transparent.
February 9, 2010 Posted in
FUTR Updates |
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NEWS RELEASE
Carlsbad, CA, February 1, 2010 - Neil F. Campbell Jr., AIF, announced today the opening of FUTR Family Management, LLC (“FUTR”), a wealth management boutique specializing in mutigenerational succession planning for families. Campbell, a 25-year veteran of the financial services business, is Founder and CEO of the firm. The company’s web site is www.futrfamily.com.
“Based on the experiences of my family, I know first-hand the value of open and honest communication and the importance of including all family members in the planning and implementation processes,” said Campbell. He added, “Our goal is to help clients accomplish two important goals. First, to create an investment plan that generates the necessary income to allow them to sustain their lifestyles. And second, to formulate succession strategies which allow them to leave their desired legacy to future generations.”
The firm uses a proprietary investment platform utilizing some of the finest investment managers in the industry. FUTR has also forged a relationship with Comerica Bank & Trust N.A., sponsor of a highly regarded trust platform and a known leader in philanthropic services since 1849.
According to Campbell, “We want to work with families and individuals that share our values. We view these clients as an extension of our own families and we will limit our growth to ensure that clients always receive the dedicated service that they expect.”
FUTR’s mission is to deliver superior organizational and financial advice to families, protecting their legacy and encouraging family member participation. As stewards of our clients’ financial future, we are dedicated to the positive evolution of their financial security through a transparent process.
Contact: Neil F Campbell Jr., AIF 1-760-930-0661 ceo@futrfamily.com
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