A complete list of active advisors currently associated with Financial Economics Consulting Group, Inc.

Warmer can help you find a great advisor at Financial Economics Consulting Group, Inc. or one who fits your needs even better.

Financial Economics Consulting Group provides investment management, financial planning and consulting, business valuation, and litigation support to individuals (including high-net-worth clients), qualified retirement plans, trusts, small businesses and other organizations. The firm generally delivers portfolio management and advisory services that are commonly billed on an asset-based basis while also offering hourly or project-based consulting engagements. The firm emphasizes individualized, security-by-security portfolio construction so clients typically hold the underlying securities in their accounts, and it combines a top-down macroeconomic (monetarist) perspective with bottom-up fundamental analysis to set asset allocation and security selection. Accounts are managed on either a discretionary or non-discretionary basis with a balanced total-return focus and explicit attention to fixed-income maturity and interest-rate exposure. Distinctive features include a regular practice of preparing documented business valuation reports and providing litigation support and expert-witness services—offerings that are less common among firms of this type and size. Senior personnel also maintain academic and professional credentials (including chartered and valuation designations) and the firm relies on independent custodial relationships and institutional services to support trade execution, reporting, and back-office functions.

To learn more about the advisors currently working at Financial Economics Consulting Group, Inc., 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.