FCI Advisors
Matt Montgomery, CFA is currently working at FCI Advisors as a Senior Vice President & Co-Chief Investment Officer in the Value Equity department. Prior to this role, Matt gained experience at UBS Wealth Management as an Analyst in the Investment Solutions Group and completed a rotational training program at Legg Mason. Matt holds a Bachelor's degree in Economics from Denison University. In their current position, Matt serves as Co-Manager of the FCI Value Equity Strategy, managing investments for institutional and private clients.
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FCI Advisors
Established in 1966, FCI has been managing investments for institutional and private clients for more than five decades. Today we manage over $13 billion in assets, but retain the trading flexibility and client service ethic of a smaller firm. Our focus on solutions-based investment management has helped us achieve success for a wide range of clients with a wide range of goals, using both our own investment tools and our knowledge of outside managers and products. One of FCI’s greatest strengths is our staff of 30 investment professionals. As a group, these managers have an average of over 20 years’ experience in the financial services industry. When combined with their creativity and innovation, this wealth of experience produces customized investment solutions based on a strong understanding of client needs and investment strategy. And because of our record of low staff turnover, our strength is combined with consistency.