Dallas, TX Office

FQI Capital Management serves individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate clients. The firm provides discretionary portfolio management, model‑portfolio implementation, and advisory consulting that includes real‑time portfolio review and recommendations to hedge exposure and create income streams using options.

The firm’s investment process blends quantitatively driven models and systematic technical timing with top‑down fundamental sector selection, using technical overlays to time entries and exits. Strategies described in the brochure can include short‑ and long‑term trading, option writing and other derivatives to manage risk and pursue income, and these instruments may be used in separately managed accounts.

Distinctive features include the firm’s use of performance‑based fees for qualified clients — a practice that is uncommon among firms of its peer group — and its explicit use of derivatives within managed accounts, which is also atypical for firms of this size. The brochure discloses a prior state regulatory order related to an advisor’s use of higher‑risk strategies that was settled and the advisor departed, and the firm notes it offers consulting and market coverage outside normal business hours.