A complete list of active advisors currently associated with FPC Investment Advisory, Inc.

Warmer can help you find a great advisor at FPC Investment Advisory, Inc. or one who fits your needs even better.

FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm manages separately managed accounts for multi-generational families and reports about $364.6 million in discretionary assets under management across roughly 162 clients served by three advisors. The firm’s investment process centers on a “cyclical tactile asset allocation” approach: analyzing global economic conditions, maintaining four allocation models implemented mainly with no-load mutual funds and ETFs (with an emphasis on index funds and institutional share classes), and ongoing rebalancing. FPC also offers legacy management of pre-existing positions and delivers services through custodial and technology partners (including Schwab and Tamarac) under discretionary authority. Notably, FPC may recommend borrowing (margin) within separately managed accounts for non-investment purposes such as bridge loans or other financing needs while calculating advisory fees on the gross asset value; the firm discloses this practice and related conflicts of interest. The firm also commonly provides income tax preparation to advisory clients and typically requires a $2 million account minimum (waivable at the firm’s discretion), which together with its legacy-position policies shapes a service profile that differs from many similarly sized supported firms.

To learn more about the advisors currently working at FPC Investment Advisory, 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.