A complete list of active advisors currently associated with FCG Investment Company

Warmer can help you find a great advisor at FCG Investment Company or one who fits your needs even better.

FCG Investment Company provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm offers both discretionary and non‑discretionary management and generally charges asset‑based advisory fees while producing written Investment Policy Statements for each client. The firm’s investment process combines multiple analytical methods — including fundamental, quantitative, technical, and modern portfolio theory — and emphasizes long‑term investing with a dividend growth orientation; it also uses shorter‑term trading techniques, options, and margin where appropriate. FCG seeks discretionary trading authority for many accounts, documents risk tolerances in client Investment Policy Statements, and conducts at least monthly portfolio reviews. Notably, FCG is affiliated with a retirement‑plan consulting and accounting company and maintains affiliated legal and accounting practices, as well as an affiliated real estate entity, which the firm discloses as potential conflicts and manages in its policies. The adviser also reports a related brokerage relationship with a major custodian and manages over $568 million with a roughly ten‑advisor team serving under 300 client relationships, reflecting a breadth of in‑house professional services uncommon among peers.

To learn more about the advisors currently working at FCG Investment Company, 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.