FINANCIAL ADVISORS CONSORTIUM, INC.

Overview

Financial Advisors Consortium, Inc. is a small independent registered investment adviser focused on individuals and families, operating with a fee model that combines a percentage-of-AUM component and fixed fees. The firm concentrates on financial planning and discretionary portfolio management for individual and small business clients rather than institutional business. It does not position itself as an ESG-focused manager and is not structured as a multi-state adviser. Investment activity centers on liquid, marketable instruments with a clear tilt toward exchange-traded equities as the primary vehicle for client equity exposure. The firm also leverages third-party relationships tied to insurance and real estate brokerage activity, which informs its use of annuities and real-estate-related allocations. Given the owner-type and client base, the firm’s allocation approach appears geared toward customized, client-level portfolios rather than large pooled-cap strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices