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FCI Advisors

Mr. Eugene Helm, Managing Director
442 West 47th Street
Kansas City, MO 64112
(816) 329 1500 (phone)
(800) 615 2536 (toll-free)
(816) 329 1505 (fax)
www.fciadvisors.com
Membership Level: Silver Service Member
Valued member since October 2009
Founded in 1966, Financial Counselors, Inc., (FCI) helps trust officers 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 department’s client service, business development and operational responsibilities.

We offer a range of equity and fixed income separate security styles, a robust asset allocation process and a mutual fund program. We work with trust officers to create personalized investment solutions that address the unique needs of their individual and institutional clients. We typically create such solutions with separate securities portfolios that are supplemented by mutual funds and exchange-traded funds to provide diversification to a variety of asset classes.

FCI professionals are available to meet with a trust department’s key clients and prospects, to respond to RFP’s and to facilitate efficient trade execution and posting to trust accounting systems.



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