Trust officers and wealth managers are faced with multiple demands on their time, including building an asset allocation framework, analyzing securities, constructing customized portfolios, meeting with clients, and networking to develop new clients. If you manage a wealth management/trust department and there are not enough hours each day for you and your staff to satisfactorily address all of these demands, we can help.
FCI Advisors has dozens of investment professionals that understand how to manage multiple investment strategies in a fiduciary environment. Working at the direction of the advisors we serve, FCI creates investment solutions that are personalized to address the unique circumstances and goals of each of their clients.
Think of FCI Advisors as your on-demand investment committee and marketing support team, ready to help you enhance your practice, strengthen your client relationships, and grow your business.
FCI can help you:
With FCI Advisors, you choose whether you want accounts sub-advised on a discretionary or non-discretionary basis – either way you retain control over your client relationships and investment program.
Since 1966, we’ve been a trusted advisor that has served a wide range of clients with a wide range of goals. Our investment professionals average more than 20 years of portfolio management experience and many are former trust officers.
Our investment professionals are organized into teams committed to excellence in specific disciplines – asset allocation, proprietary equity portfolios, fixed income solutions for high-net worth and institutional clients, and mutual fund portfolios for modestly-sized accounts.
Our professionals work with you to bring a full-time focus and full-scale expertise to managing sophisticated and personalized investment programs. We provide you with an on-demand Investment Committee and marketing support team so you can focus on serving clients and building your business.
FCI provides a broad range of investment solutions and supporting services – you choose which element or elements of our program are right for you. We can provide a single service to supplement your internal investment capabilities or serve in a more comprehensive role.
FCI can professionalize and institutionalize your investment capabilities. This will reduce the burden on your staff related to day-to-day investment responsibilities and allow you to focus on your clients and prospects.
As an independent investment advisor, FCI is committed to developing and implementing customized portfolios that address each client’s individual circumstances and goals. We take great pride in the fact that our actions are always guided first and foremost by the best interests of our clients.