Our Team

Our People Are Your Greatest Advantage

Our Firm > Our Team

Our investment professionals carry a wealth of experience and knowledge — with an average of more than 20 years of experience in the financial services industry.

In addition to industry experience, many of our portfolio managers hold the Chartered Financial Analyst or Certified Financial Planner designation and post-graduate degrees in business or finance.

Corporate Leadership

Investment Strategy Leadership


Professional Team

 

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For Institutions & Businesses

Customized total portfolio management and single strategy solutions help institutional fiduciaries manage risk, grow assets, and fulfill their mission.
For Trust Industry Professionals

Customized investment strategies or total portfolio management, FCI advisors help wealth managers better serve and grow the wealth of their clients.

For Private Clients

Manage money, preserve wealth, and build a lasting legacy.
For Financial Advisors

We focus on your clients’ investment objectives, so you can focus on your clients.
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BUILDING RELATIONSHIPS THAT ENDURE.