FCG Investment Company

Overview

FCG Investment Company is an independent, SEC-registered Registered Investment Adviser operating as a partnership and owned by an individual. The firm caters to both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. FCG charges fees as a percentage of assets under management and also uses fixed-fee arrangements. The firm does not describe itself as an active ESG investor and is not structured as a multi-state or related adviser. It also reports it is not a capital allocator while maintaining relationships with external professional advisors such as accountants, law firms, insurance companies, and pension consultants.

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Location & Offices