A complete list of active advisors currently associated with FQI Capital Management LLC

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

The firm provides discretionary portfolio management and advisory consulting to individual investors — including high-net-worth clients — as well as pension plans and corporate clients. Services include model-portfolio management, ongoing account monitoring, and consulting that may involve real-time review and recommendations for hedging and income-generation. Investment decisions are guided by quantitatively driven models and a blend of top-down fundamental sector selection with technical overlays and sentiment measures to time entries and exits. The firm routinely implements derivatives strategies, particularly options, within client accounts to define risk, hedge exposures, and generate income alongside equity and ETF holdings. Distinctive features include the availability of performance-based fee arrangements for qualified clients, a practice that is uncommon among similar advisors, and a consulting offering that requires a relatively high asset threshold to engage. The firm has also disclosed and resolved a regulatory matter related to prior deviations from disclosed client risk tolerances.

To learn more about the advisors currently working at FQI Capital Management LLC, 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.

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