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.
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.
Modern Diversification
We offer a diversified suite of investment solutions that integrate traditional principles of investment theory with an innovative approach to portfolio construction.
Risk Management
Based on your unique financial situation and risk tolerance, we actively manage risk through asset allocation, diversification, and innovative risk mitigation tools.
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.
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.
Professional Leadership
Your financial advisor delivers professional guidance to plan sponsors and participants through plan design consultation, service provider evaluation, and investment education.
Fiduciary Oversight
As an investment manager, we assume fiduciary responsibility for the selection and monitoring of your retirement plan's investment options.
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.
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.
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.
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.
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.