Services
Tailored strategies to help you build, preserve, and enjoy your wealth with confidence.
At Fish Creek Capital, every service is designed to bring clarity, accountability, and long-term success to your financial life. Tailored Portfolio Management from Fish Creek Capital.
Investment Management
Personalized Investment Management for all Accounts
Dividend Growth Strategy
The single best investment with an all generations focus
Characteristics: High current dividend yield + high growth of dividend yield = potential for high total returns.
Focus: Building wealth through stable, reliable companies with a proven track record.
Absolute Return Strategy
A disciplined, value-driven approach
Fundamental Investing – Signals What to Buy
Focus on buying great companies at attractive prices.
Non-diversified focus – Investments in companies will often be held to a small number of equity positions.
Deep value driven – We believe understanding what companies are worth can lead to lower risk, and higher return opportunities.
Owner-like mindset – Focus on the long term and buy a company as if you will own it all.
Make informed valuation decisions on companies:
Meaning – Is the company easily understood?
Moat – Analyze a 10-year history of compound growth rates for Book Value Per Share, Earnings Per Share, Operating Cash Flow Per Share, and Sales to see a sustainable moat.
Management – Analyze the effectiveness of management through a 10-year history of Return on Equity, Return on Invested Capital and Debt.
Technical Analysis – Signals when to buy
Focus on buying great companies at attractive prices.
Meaning – Is the company easily understood?
Moat – Analyze a 10-year history of compound growth rates for Book Value Per Share, Earnings Per Share, Operating Cash Flow Per Share, and Sales to see a sustainable moat.
Management – Analyze the effectiveness of management through a 10-year history of Return on Equity, Return on Invested Capital and Debt.
Global Macro Overlay – Indicates changing market narratives related to the overall business cycle
Macro research and analysis can keep us informed of changing market narratives related to the overall business cycle.
Monitoring the Liquidity cycle, Growth cycle, and Profit cycle can help us follow the fiscal and monetary policies of the government which can be useful when allocating capital.
Liquidity Cycle – Measure quantitative policies by the Fed. Are they increasing or decreasing the Fed balance sheet?
Growth Cycle - This can be impacted by the liquidity cycle, but it is referring to economic growth. Inflation, consumer confidence and other economic indicators will show whether growth is slowing or not.
Profit Cycle - This refers to a company’s ability to make a profit and shows up in quarterly earnings. How are companies performing?
Retirement Planning
Reduce Stress and build confidence in your financial goals.
Retirement should be a time of security and purpose. Our planning process helps answer your most important questions:
Do I have enough to retire?
Am I invested the right way?
What does a purpose driven retirement look like?
Through customized planning and investment alignment, we reduce uncertainty and help you move toward retirement with confidence.
Financial Education and Accountability
Your personal guide to win with money
Financial success isn’t just about investing—it’s about building strong habits and having a trusted guide along the way.
What we provide:
Purpose and Goals: Define your financial vision.
Budget Planning and Review
Budget Planning and Review: Create and refine your financial roadmap.
Get Out of Debt: Strategies to achieve financial freedom.
Your trusted partner in financial growth and investment success, committed to securing your financial future.
