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FCG Advisors, LLC
       
 
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FCG Advisors, LLC
 
 
Overview: 

Established in 1994, FCG Advisors is an independent wealth management firm with a history of providing highly personalized and customized investment management services. Our staff of qualified financial services professionals takes a hands-on approach with each and every one of the 500+ families, businesses, and institutions that we serve.

Our singular focus is to understand and help our clients achieve their financial goals.

FCG Advisors is proud to be an independent boutique firm with a reputation for building lasting partnerships with both our clients and our network of financial advisors. Over the years we have adhered to four core principles:

   Open and ongoing communication
   Wealth accumulation through innovative investment vehicles and advice
   Wealth preservation
   Excellence in service

With this foundation, our team provides the following services to our clients:

   Investment Management & Asset Allocation
       Building the most effective asset allocation model is as important as choosing the proper investments. We focus on both by applying rigorous proprietary allocation techniques to our "open architecture" investment platform. This combination gives us the freedom to select from among the finest financial products and services the industry has to offer, including core, alternative and satellite investment strategies.
   Customized Planning
       As a boutique firm, we are able to work with our clients individually and closely. We invest the time necessary to learn about short-term needs and long-term goals. First we listen; then we get to work.
   Retirement Advice
       We work to understand your retirement needs and then introduce multiple scenarios to help you understand the "what if's" involved.
   Insurance
       Proper risk management is critical to the success of any long term plan. As part of our process we evaluate your current insurance profile and offer advice to help limit risk.
   Family Office and Prime Services
       We offer concierge service for high net worth families.
       We facilitate prime service relationships. Services include margin lending, fully paid lending, hard-to-borrow, and trade execution, affirmation and settlement.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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