A complete list of active advisors currently associated with FCA Corp

Warmer can help you find a great advisor at FCA Corp or one who fits your needs even better.

FCA Corp provides portfolio management, financial planning, and consulting to individuals, managed entities, and open‑end investment companies. The firm manages separately managed accounts on both discretionary and non‑discretionary bases and serves as the investment adviser to the Commonwealth International Series Trust (the “Commonwealth Funds”). FCA’s investment process emphasizes fundamental analysis and macroeconomic considerations to create customized portfolios that may include equities, fixed income, mutual funds/ETFs, alternative investments, options strategies and, where appropriate, margin. The firm offers ongoing supervision alongside non‑investment consulting (estate, tax, insurance) and implements client‑specific constraints; for example, clients may restrict purchases of Commonwealth Funds and FCA excludes the value of client common shares in an account from its asset‑based fee calculation. Noteworthy aspects relative to peers include FCA’s dual role as adviser to a registered open‑end fund and as adviser/manager to pooled and private entities (including REITs, private equity and private debt vehicles), and its ownership by First Commonwealth Holdings Corp., with certain employees serving as officers or directors of privately held client entities (listed in the brochure). The brochure also discloses limited custody circumstances (e.g., related persons serving as trustees or standing transfer authorizations) and that FCA, in some cases, prepares tax returns for clients — features that are less common among multi‑team advisers.

To learn more about the advisors currently working at FCA Corp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.