Protect What Matters Most
Discover Our Carbyne Allocation™
At FBO Strategies LLC, our proprietary Carbyne Allocation™ revolutionizes wealth management by optimizing financial outcomes for our clients. Inspired by Carbyne—a man-made substance that is microscopically thin and 1,000 times stronger than diamonds—our strategy symbolizes the robust protection and strength we offer for your assets. By adopting our approach, you can expect:
🔹 Enhanced returns
🔹 Lower volatility
🔹 Minimized tax burden
🔹 Safeguards against rising long-term care costs
🔹 Strategic hedging for premature mortality
Curious about how we implement this innovative asset allocation?
Implementing Carbyne Allocation™
The Carbyne Allocation™ strategy is executed by reallocating our clients' conservative assets, such as bonds and cash, into a meticulously structured permanent life insurance policy. This approach leverages the stability and benefits of life insurance to enhance financial security and optimize asset growth
Schedule An Appoint to Learn How Our Approach Works
- Call (212) 380-8676
- email keith.friedman@fbostategies.com
Carriers are approved based on a few criteria:
- Financial strength
- Product availability
- Ownership structure
- Mutual ownership
- Foreign ownership
- Employee ownership
