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.

Investment Management

FCI Advisors

William Koehler

William Gedney

Jeff Otto

Eugene Helm

Peter Greig

William Courtney

Rachel Stewart

Matthew Montgomery

Jon Lewis

Bryan Unterhalter

Amy Schaff

Mark Allison

Ute Clune

The Investment Operations and Implementation Team at FCI Advisors is responsible for executing and managing the operational aspects of client investment portfolios. This includes trade execution, portfolio rebalancing, and implementing investment strategies as directed by portfolio managers. The team ensures precise and efficient transaction processing, monitors compliance with investment guidelines, and provides administrative support to maintain seamless portfolio management.

Investment Operations and Implementation Team

Leadership Team

Portfolio Management Team

Investment Management Team

Investment Operations and Implementation Team

About

Team members

Other teams at FCI Advisors

Leadership Team

Portfolio Management Team

Investment Management Team