FLEET CAPITAL MANAGEMENT (FCM) is a privately held company founded and chaired by Bruce L. Fleet, a professional in the investment industry for many years with a sophisticated level of investment management education and techniques. Fleet is listed among the first 2,500 advisors in North America that have received two prestigious recognitions, the Certified Investment Management Consultant (CIMA) and the Investment Strategist Certificate from the Wharton School of Business at The University of Pennsylvania. Mr. Fleet is also a member of both The Economic Club of Colorado and The Investment Management Consultants Association.

Throughout his career, Fleet has been especially interested in teaching investors and professional investment advisors the fundamentals of proper and effective investment management. While some believe one is able to manage returns, it is Fleets’ trusted opinion that the emphasis should be on managing portfolio risk. His record shows this emphasis often leads to better returns through the potential reduction of downside risk and volatility.

Mr. Fleet has assembled a team of dedicated employees. In addition, independent professionals in areas such as accounting, legal, research, banking/lending and investment academics—all committed to serving the best interests of our clients— are contacted and used when needed.

Because FCM’s commitment and endeavor is values-based, the company considers it important to assign an annual portion of its profits to organizations around the world providing comfort to those less fortunate.

Our Commitment To Clients

Fleet Capital Management is committed to ensure the fulfillment of clients’ stated objectives through a well tested, unique and dynamic process which includes the following key elements:

• Personalized advice and counsel tailored to the unique needs of the client;
• Customized strategies and sophisticated investment solutions;
• Providing our clients with the highest level of service;
• A client-advisor relationship based on our common values of loyalty, accountability and integrity.

Our Client Focus