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New Year, New Positioning

  • Frank Byrd and Stephen Korn
  • Jan 13, 2021
  • 2 min read

Updated: 5 days ago


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The past week has been a painful reminder that we live in an uncertain world. As Fielder looks to the future, we want to fortify our client portfolios and our operations to best navigate a fast-changing world. This 4-minute video outlines our thoughts on both fronts:


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Fielder is excited to announce that we are relocating our team and office to Nashville. This move will position us to serve our growing clientele across the US from a more central and cost-effective location. We will maintain a New York presence and expect to be there often for client meetings (once COVID passes).


On the economic front, we believe the rate of change will accelerate. This will upset the old-world order, yet create new opportunities for the enterprising. There's a new sheriff in Washington. That's a positive for some investments, a negative for others. Being thoughtfully selective will win. Now is not the time to follow yesterday's game plan. It's a new game with new players and new rules.


Ultimately, we are pragmatic optimists. We believe the greatest innovation and growth of our lifetime is ahead of us, not behind us. Personally, I am very excited about the future for my 4-year-old son.


On that note, our team sends you our best wishes for a far happier New Year ahead!


Cheers,


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Frank Byrd, CFA, CFP® Stephen Korn, CFA


IMPORTANT DISCLAIMER: Fielder cannot promise any investment result. Every investment strategy has the potential for profit or loss. All investing involves risk including even the complete loss of invested principal. While the information presented herein is believed to be accurate, Fielder Capital Group LLC (Fielder) makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in the document. Fielder is under no obligation to notify you of any errors discovered later or of any subsequent changes in opinions. Nothing herein should be construed as a recommendation to buy or sell any of these securities. It should not be assumed that any of the securities, transactions, or holdings discussed will prove to be profitable in the future or that investment recommendations or decisions Fielder makes in the future will be profitable or will equal the investment performance of the securities discussed herein. Fielder or its employees may have an economic interest in securities mentioned herein.

 
 
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FIELDER CAPITAL GROUP LLC

1222 DEMONBREUN ST, STE 1610

NASHVILLE, TENNESSEE  37203

212.918.4844


Please see important disclosures in Fielder’s Form ADV Part 2A Disclosure Brochure and Part 2B Brochure Supplement. 

© 2025 by Fielder Capital Group LLC

*Information as of June 30, 2025. The reference to “assets” means regulatory Assets Under Management. The Worth rating is compiled by Worth Media Group in collaboration with Institutional Shareholder Services (ISS) and was awarded in May 2024. The USA Today rating is compiled USA Today in collaboration with Statista, Inc. and was awarded in April 2025. Both rankings are based on information from advisers’ most recent SEC filings among other factors. For more information on Worth’s selection criteria, see its methodology HERE. For more information on USA Today’s selection criteria, see its methodology HERE. Third-party awards, rankings, and recognitions are no guarantee that a client or prospective client will experience a certain level of results or investment success if Fielder Capital Group (“Fielder”) is engaged, or continues to be engaged, to provide investment advisory services. Such ratings are not an endorsement of the advisor by any client or prospective client, nor should they be interpreted as representative of any one client’s experience since these ratings may merely reflect a sample of all of the experiences of Fielder’s clients. Rankings published by magazines and others are often based on quantitative factors and information prepared by the recognized advisor. Fielder never pays a fee to obtain any ranking or recognition but pays a fee to use the Worth and USA Today ratings in the form of purchasing plaques or reprints to publicize rankings.

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