FCG Advisors

Established in 1994, FCG Advisors is an independent wealth management firm with a history of providing highly personalized and customized investment management services. Our staff of qualified financial services professionals takes a hands-on approach with each and every one of the 500+ families, businesses, and institutions that we serve. Our sing... ular focus is to understand and help our clients achieve their financial goals. FCG Advisors is proud to be an independent boutique firm with a reputation for building lasting partnerships with both our clients and our network of financial advisors. Over the years we have adhered to four core principles: Open and ongoing communication Wealth accumulation through innovative investment vehicles and advice Wealth preservation Excellence in service With this foundation, our team provides the following services to our clients: Investment Management & Asset Allocation Building the most effective asset allocation model is as important as choosing the proper investments. We focus on both by applying rigorous proprietary allocation techniques to our "open architecture" investment platform. This combination gives us the freedom to select from among the finest financial products and services the industry has to offer, including core, alternative and satellite investment strategies. Customized Planning As a boutique firm, we are able to work with our clients individually and closely. We invest the time necessary to learn about short-term needs and long-term goals. First we listen; then we get to work. Retirement Advice We work to understand your retirement needs and then introduce multiple scenarios to help you understand the "what if's" involved. Insurance Proper risk management is critical to the success of any long term plan. As part of our process we evaluate your current insurance profile and offer advice to help limit risk. Family Office and Prime Services We offer concierge service for high net worth families. We facilitate prime service relationships. Services include ...Read More