Client FAQs with Future Capital
We partner with financial institutions to offer professional account
management to anyone working toward retirement. Through our unique
combination of powerful tools, customized services, and personal guidance, we
help hardworking people all over the country to save, invest, and retire with
confidence.
It’s easy! Visit your advisor’s unique enrollment link and get your no-cost, noobligation retirement analysis. In just a few minutes, you’ll be able to see if
you’re on track for the retirement you want and see how different strategies
can affect your retirement readiness.
Future Capital integrates with your retirement account’s financial institution. We
invest funds available in your retirement plan based on your age, financial
circumstances, and investment preferences.
Future Capital rebalances your portfolio at least once per quarter based on
market conditions, portfolio fund changes, and other circumstances. Future
Capital informs clients whenever these adjustments occur.
Yes! You can access your retirement account, current investment strategy, and
portfolio allocations via your Future Capital dashboard.
Of course! You have 24/7 access to your retirement account through your
Future Capital dashboard. Adjust your investment strategy and track
performance. See exactly how your funds are allocated within your retirement
plan’s available options.
While investing success is possible through your own investment research and
portfolio management, achieving it can demand significant time and
discipline. Future Capital’s unique services and technology—including complex
financial modeling from institutional wealth analysis firms—can help you reach
your retirement goals with less hassle, less stress, and more peace of mind.
Yes—as a registered investment advisor (RIA), we’re obligated by law to act in
the best interests of participants.
Future Capital strives to make professional investment management
accessible for everyone. For fee details, please refer to ADV Part 2A by visiting
https://futurecapital.com/legal.
