At FCI Advisors, your financial team does more than help you plan for the future. We help you plan for your future.
Since 1966, we’ve been a trusted advisor to private investors like you because we believe investing is a service, not a product. It starts with your needs, changes to fit your life, and adapts to market conditions.
Whether you’re building a vacation home, an active retirement, or a lasting legacy, we make sure we understand who you are and what you want from your future—and only then do we shape your personalized portfolio to help you reach your goals.
FCI helps you
Before we invest your money, we invest in you. At FCI, our team is ready to listen to your needs, leverage our deep experience in markets and knowledge of managers to balance your risk tolerances, return expectations, and tax situations.
At FCI, you don’t “choose” a portfolio. Our team of seasoned investment professionals, who average 20+ years each in the investment space, create an investment strategy that is truly fitted to your needs and your goals, not pulled from a shelf of prepackaged portfolio solutions.
Active and strategic asset allocation is at the heart of our investment approach. FCI’s asset managers provide continuous oversight to make sure that your investments are aligned with your goals and responsive to changes in the market.
Peace of mind. FCI is focused on the investments that will shape your tomorrows, so you can focus on those things that matter today. Our experience, expertise, and sheer scale of assets allow us to negotiate the best pricing and fee concessions.
As an independent investment advisor, FCI is committed to serving your goals. We align your investments with your interests, not with any product or manager.