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About FSM

CFO Services

We offer high quality, quick-response services for clients. We recognize that your company has its own distinctive needs, relating to your stage of business and your particular industry. Whether your company is a startup, in early growth stage, or ready to be merged or divested, or just looking for succession options, we function as your Chief Financial Officer to meet your goals. We integrate all the pieces of your financial management needs, from strategic planning, accounting, tax, human resource management, financial so that you can focus on running your business. We act as your liaison with all your vendors, lenders and professional advisors to ensure all necessary actions are executed in a cohesive manner and consistent with your goals.

Private Fund Services

We offer economical solutions to address the complex operational, financial reporting, and compliance matters facing private funds. Our services include, tax compliance and structuring, investor relation communication and reporting, assistance with fundraising requisites and facilitation with independent auditors. We take those burdens from you, so you can spend your time and resources on your portfolio investments and with your investors, working to capitalize returns.


Using an integrated approach, FSM investment professionals develop unbiased, comprehensive investment plans customized for each client. Working within the parameters established for each client’s personal risk tolerance and financial goals, FSM seeks to maximize long-term portfolio returns. Sound investment advice is tailored for the individual based on his or her specific investment profile, while taking into consideration personal financial and retirement goals. Continuous monitoring of client portfolios and periodic meetings with clients ensures goals are being achieved.

©2014, FSM Capital Management, LLC | 6060 Parkland Blvd., Ste 100 | Cleveland, OH 44124 | phone (216) 916-8420 | fax (216) 916-8421