Gilbert, AZ Office

Family Investment Center is a registered investment adviser operating with a team of about a dozen advisors and managing roughly $689 million for approximately 873 clients. The firm works with individuals and families (including high‑net‑worth clients), as well as pension plans, charitable organizations and businesses, offering discretionary and non‑discretionary portfolio management alongside comprehensive financial planning services such as tax preparation, retirement planning and estate‑plan reviews.

The firm describes a fundamentally driven, long‑term investment approach that incorporates diversification across market capitalizations and tax‑aware considerations, supported by tools like Morningstar Advisor Workstation and Nitrogen Wealth Software for securities and fund analysis. Financial planning engagements are structured, with multiple scheduled meetings in the initial year and periodic renewal reviews, and managed accounts are monitored daily with limits on certain discretionary authorities (for example, no authority to withdraw client funds).

What is distinctive for this team is the incorporation of client communications and education into its service model: the firm issues periodicals/newsletters and conducts seminars or workshops, practices that are less common among comparable advisor teams. The firm also discloses that its leadership has ownership interests and board roles in a trust company it may recommend for custody or trust administration, a relationship the firm identifies as a potential conflict when making those recommendations.