FSG FINANCIAL SERVICES, INC.

Overview

FSG Financial Services, Inc. is an independent registered investment adviser that focuses on individuals and families. The firm provides fee-based portfolio management and financial planning, and it acts as a capital allocator by selecting third-party managers when appropriate. Advisory services extend to small-business portfolio management, the selection of other advisers, and educational seminars and workshops. The firm operates with a fee structure that includes a percentage-of-AUM component and other fee arrangements, and it maintains an insurance company affiliation that supports use and distribution of insurance-based products. Investment behavior shows a clear equity preference. Exchange-traded equities—both ETFs and individual stocks—constitute the largest portion of deployed capital, while the firm supplements core equity exposure with mutual funds, annuities and allocations to real estate/REIT strategies. FSG manages client portfolios on a discretionary basis and uses external alternatives managers for real estate exposure rather than building proprietary alternative funds.

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Public Holdings

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Location & Offices