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Gerald D
Series 63, Series 65
Highland Village, TX
FQI Capital Management LLC
Gerald Diduck is a financial advisor at FQI Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at McElhenny Sheffield Capital Management, LLC, and Wealth Enhancement Advisory Services. Outside of finance, he is owner of a logistics brokerage and serves as a director and board member for charitable organizations associated with the Dallas Stars. FQI Capital Management serves individual, pension, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm uses a combination of quantitative models, technical timing, and fundamental sector selection, incorporating derivatives strategies such as option writing to manage risk and pursue income.
Derek A
Series 63, Series 65
Highland Village, TX
FQI Capital Management LLC
Derek Atkinson is a financial advisor with FQI Capital Management LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at FQI Capital Management since 2018 and previously at DSA LLC and First Financial Equity Corporation. FQI Capital Management serves individual investors, including high-net-worth clients, as well as pension, profit-sharing, and corporate clients. The firm employs a blend of quantitative models, systematic technical timing, and fundamental sector selection, using derivatives and option strategies within discretionary portfolio management and advisory consulting.
Joshua C
Series 65, Series 63
Dallas, TX
FQI Capital Management LLC
Joshua Cohen is a financial advisor at FQI Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Active Alts Inc., McElhenny Sheffield Capital Management, LLC, and Ackerman Capital Partners. FQI Capital Management serves individual investors, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management, model-portfolio implementation, and advisory consulting. The firm combines quantitatively driven models with fundamental sector analysis and uses derivatives such as options to manage risk and generate income.
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