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ABA: The American Bankers Association

FCI Advisors

Silver Associate Member Member Since October 2009

fci advisors
fci advisors Founded in 1966, FCI Advisors (FCI) helps trust organizations serve their clients and profitably grow their business. We do this by providing flexible, solutions-based investment management that we supplement with active support of a trust organization's client service, business development and operational responsibilities. We offer an opportunistic asset allocation process, a range of proprietary equity and fixed income separate security strategies, and a suite of mutual fund and ETF solutions for modestly-sized accounts. We work with trust organizations to create personalized, holistic investment solutions that address the unique needs of each of their individual and institutional clients. A typical investment solution is based on one or more separate security portfolio styles that are appropriate for the account owner, that are complemented by mutual funds and/or ETFs to provide exposure to a variety of asset classes. We create detailed investment proposals for the prospects of our trust clients that are branded with their organization's logo and color scheme. FCI professionals are available to meet with a trust organization's key clients and prospects, to respond to RFPs and to facilitate efficient trade execution and automated posting to trust accounting systems.

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