First City Capital Management, Inc.
First City Capital Management, Inc. is an independent investment advisory firm headquartered in Savannah, Georgia. Founded in 1987, the firm is registered with the U.S. SEC and serves primarily individual investors, with a focus on high net worth clients and some charitable organizations. With 8 employees, First City Capital provides personalized asset management services, emphasizing tailored portfolio construction and personal service for each client.
Investment Strategy
First City Capital Management emphasizes a balanced portfolio approach for most clients, allocating assets among stocks, bonds, and cash reserves based on market strategy and client needs. Its equity style focuses on 'growth at reasonable prices' (GARP), emphasizing companies with strong financial health, international operations, and capable management. For fixed income, its value-oriented approach seeks market inefficiencies and yield curve inconsistencies, favoring quality and liquidity. Client portfolios are customized according to market conditions, time horizons, cash flow needs, and other factors, with the aim to provide strong investment results and attentive personal service.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.56% | $10.3M | 19,912 | $144.97 | $517.95 | +$389.9K |
S SPY | SPDR S&P 500 ETF TR | 4.66% | $8.6M | 12,971 | $377.98 | $666.18 | +$625.0K |
V VOO | VANGUARD INDEX FDS | 3.90% | $7.2M | 11,805 | $439.95 | $612.38 | +$675.9K |
N NVDA | NVIDIA CORPORATION | 3.54% | $6.6M | 35,141 | $26.51 | $186.58 | +$1.0M |
M MGMT | UNIFIED SER TR | 3.33% | $6.2M | 140,158 | $36.42 | $44.05 | +$660.5K |