Financial Counselors Inc.
Financial Counselors Inc (FCI Advisors) is a registered investment adviser headquartered in Overland Park, Kansas. Founded in 1969, the firm offers premier investment advisory services, focusing on personalized financial solutions for high-net-worth individuals, banking and thrift institutions, pension and profit sharing plans, charitable organizations, and other institutional clients. With approximately 68 employees, the firm serves a diverse client base across over 14,000 accounts, emphasizing tailored portfolio management and fiduciary responsibility.
Investment Strategy
FCI Advisors employs a comprehensive approach to investment management, offering both fixed income and equity strategies tailored to the unique needs of each client. Their process involves understanding client objectives, risk tolerance, and time horizons to develop customized portfolios. The firm emphasizes fiduciary duty, risk management, and long-term growth, while providing discretionary and non-discretionary management services for individuals, institutions, pension plans, and non-profits. Their portfolio construction often includes a mix of core equity holdings and fixed income securities, focusing on stability, income generation, and capital appreciation.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 30.69% | $21.69B | 742,682 | $10.92 | $29.21 | +$21.64B |
S SCHV | SCHWAB STRATEGIC TR | 29.36% | $20.75B | 749,981 | $18.59 | $27.67 | +$20.71B |
I IVV | ISHARES TR | 12.39% | $8.76B | 14,109 | $451.27 | $620.90 | +$8.71B |
V VEA | VANGUARD TAX-MANAGED FDS | 8.37% | $5.92B | 103,843 | $44.19 | $57.01 | +$5.85B |
V VBR | VANGUARD INDEX FDS | 3.63% | $2.56B | 13,148 | $132.70 | $195.01 | +$2.56B |