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Innovative Investment Management

Connecting Your Wealth to Your Goals and Dreams

Our Investment Platform

FCMS® is an innovative platform delivering personalized investment solutions to connect your wealth to your goals and dreams and consists of a dedicated team to help make your investments work for you.

Financial Advisor

Provides professional leadership through a dynamic, collaborative planning process designed to serve your evolving needs through your financial journey

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Investment Committee

Performs the rigorous research and due diligence necessary to manage your portfolio amid increasingly complex financial markets

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Our Investment Philosophy

Active Oversight

Active Oversight

We actively manage your portfolio amid ever-changing markets and collaborate with you to ensure your investments remain aligned to your goals and dreams.

Our History

Modern Diversification

We offer a diversified suite of investment solutions that integrate traditional principles of investment theory with an innovative approach to portfolio construction.

Our Values

Risk Management

Based on your unique financial situation and risk tolerance, we actively manage risk through asset allocation, diversification, and innovative risk mitigation tools.

A dedicated team to help make your investments work for you

Solutions Designed for You

Our curated suite of professionally managed investment strategies

Freedom Strategies™

Through our diversified offering of strategic, dynamic, and alternative investment strategies, we craft a personalized portfolio based on your unique goals, preferences, and risk tolerance.

Freedom Foundation®

Long-term, strategically managed portfolios providing globally diversified exposure to capital markets

Freedom Dynamic®

Active strategies seeking to add value through active asset allocation, stock selection, or risk mitigation

Freedom Alternative®

Alternative strategies providing exposure to non-traditional asset classes and investments

Liberty Portfolios™

Our holistic, outcome-focused portfolios align with the phases of your financial planning journey. Liberty Portfolios are constructed through a core and satellite approach that provides enhanced diversification while offering varying degrees of risk based on your personal preference.

Solutions Designed for Business Owners

Our comprehensive solution for your company retirement plan

Freedom Independence Plan™

Our turnkey and flexible platform is designed to serve the unique needs of businesses, owners, and employees. We assemble a dedicated team of professionals and service providers to support you in carrying out your responsibilities as a plan fiduciary.

Active Oversight

Professional Leadership

Your financial advisor delivers professional guidance to plan sponsors and participants through plan design consultation, service provider evaluation, and investment education.

Our History

Fiduciary Oversight

As an investment manager, we assume fiduciary responsibility for the selection and monitoring of your retirement plan's investment options.

Our Values

Comprehensive Investment Solutions

Your plan participants have access to a diverse suite of investment solutions and are offered professional guidance to help them develop an investment allocation based on their retirement planning goals.

Investment strategies tailored to your goals and dreams

Our Investment Process

Our dynamic investment process is grounded in rigorous, objective due diligence and adapts as your needs evolve.

Team-Based Oversight

Our experienced team works diligently to ensure your investment portfolio is continually monitored and managed in alignment with your goals and dreams.

A Collaborative Approach

Since you entrust us to steward your investments, we are committed to communicating proactively and providing meaningful transparency. Your financial advisor will guide you in the selection of an investment strategy and collaborate with you to make adjustments as your financial situation evolves over time. Our team provides regular updates on key developments in global capital markets and keeps you informed as we actively manage your investment portfolio amid ever-changing markets.

Active Oversight

Peter Murphy, CFA®
President & Chief Investment Officer

Pete joined Founders Financial in 2012, was named President of FCMS® in 2014, and has served as the firm’s Chief Investment Officer since 2016. He leads the FCMS investment team and oversees the investment strategies available through FCMS. He is also responsible for leading the platform’s strategic growth and development initiatives. Pete’s forward-looking and unique perspective is what makes FCMS a force to be reckoned with in the industry.

Our History

Brian Zabora, CFA®
Investment Director

Brian joined Founders Financial in 2021 and serves as an Investment Director for FCMS. In this role, he oversees our institutional investment process, which includes global macroeconomic and capital markets research, asset allocation, portfolio construction, and fund manager due diligence. Brian is also responsible for strategic research and development projects as we continually seek to deliver innovative investment solutions through FCMS.

Our Values

Catie Allender, CFA®
Investment Manager

Catie joined Founders Financial in 2018 where she initially served as an Investment Analyst and has expanded her role to become an Investment Manager for FCMS. In this role, she is responsible for implementing our investment process with a focus on research, due diligence, portfolio analysis, and trading. Catie also plays a key role in our communication and advisor engagement initiatives and has made a significant impact through her infectious energy, thirst for knowledge, and analytical rigor.

We're here to lead you on your financial journey.

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