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Professional Capacity

Intelligent Portfolio Design 

FLEET CAPITAL MANAGEMENT, LLC (FCM) is a privately held company founded and chaired by Bruce L. Fleet, a professional in the investment industry for more than thirty years, with a seasoned level of investment management experience and techniques. While Mr. Fleet does not currently hold the active certification, Bruce 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 was 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 professionals. In addition, independent specialist 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.
Our Commitment To Clients 

Fleet Capital Management, LLC 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.