Welcome to Our Website
The Fort Christina Group provides portfolio management and wealth management planning. Our investment approach
- emphasizes risk management and wealth retention in line with your goals and time horizon.
- targets positive returns regardless of investment climate (absolute vs. relative returns).
- builds and manages portfolios using fundamental and technical research.
On the money management side, we do not endorse the buy and hold strategies favored by most financial consultants. Instead we focus on absolute return and capital preservation in difficult markets. Wall Street has failed Main Street for the past decade. We offer a value proposition superior to the "pie charts" and "stay the course" platform of our competitors. Portfolio Manager Mike Mancini invests based on fundamental research and the balance between supply and demand in different asset classes, sectors and specific stocks. On the planning side, Gregg Somerville, our Certified Financial Planning Professional, utilizes RBC Wealth Management's sophisticated planning platform to help clients determine the best strategies for preserving and growing capital in difficult times while achieving financial goals. Areas of expertise include retirement, education and estate planning.
Please contact us for more detailed information and current strategies/positions.
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.
