A complete list of active advisors currently associated with First City Capital Management Inc

Warmer can help you find a great advisor at First City Capital Management Inc or one who fits your needs even better.

First City Capital Management provides discretionary investment management to individuals, high net worth clients, pension and profit‑sharing plans, charitable organizations, foundations, trusts, estates, corporations and other entities. The firm oversees roughly $423.7 million in client assets and offers supervisory and administrative services for trusts as well as bill‑paying services for a limited number of clients. The firm emphasizes balanced portfolio management, allocating among equities, fixed income and cash while applying a growth‑at‑a‑reasonable‑price (GARP) equity selection method and a value‑oriented fixed income approach that favors quality and liquidity; allocations are tailored to clients’ tax situations, risk profiles and investing experience. FCCM’s brochure discusses leverage and related risks and indicates that borrowing may be used in separately managed accounts, which can magnify portfolio fluctuations. Distinctive operational features include the absence of a dedicated financial planning service as part of its core offering and the firm’s policy of not charging performance‑based fees or engaging in side‑by‑side management. FCCM also does not vote client proxies (clients retain proxy voting responsibility) and notes that when its personnel act as trustees, executors or provide bill‑paying services it may be deemed to have custody of client assets and therefore be subject to surprise examination.

To learn more about the advisors currently working at First City Capital Management 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.