We deliver flexible investment solutions designed to fit to your customers’ objectives, preferences, and circumstances through customized portfolios of individual securities, mutual funds, exchange traded funds, or a combination of all three.

• Asset Allocation
  With a strategic mix of equities, fixed income, and alternative investments, this strategy combines investment guidance from well-known managers to help your clients manage risk and maximize returns.
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• Separately Managed Accounts (SMAs)
  Guided by our experts, SMAs allow your clients to own individual securities instead of a portion of a fund while you maintain custody of their assets.
  
  
• Equity
  We employ a variety of equity styles to address the needs of high net worth investors and institutions. And then, we steer our investment solutions toward high quality companies capable of sustaining their growth.
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• Fixed Income
  Our disciplined analysis and active management help us guide your clients to meaningful market opportunities with high quality corporate, treasury, agency, municipal bonds, and other fixed income instruments. Your clients’ investment strategies can be complemented by laddered or total return fixed income management.
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One source. A wealth of connections.

Your FCI portfolio manager brings deep resources to you and your clients, creating ripples of investment opportunities that help to strengthen their portfolios and enrich your investment strategy and impact.