Financial Counselors Inc.

Overview

Financial Counselors Inc. is an investment advisory firm based in Overland Park, Kansas, specializing in providing tailored investment advice and services designed to meet the unique needs of its clients. With a focus on fixed income strategies, FCI emphasizes personalized financial solutions for private clients, institutions, and financial advisors alike. The firm manages over $8.61 billion in assets, offering a range of services including portfolio construction, financial planning, cash flow management, monitoring, asset allocation, and philanthropic services. FCI serves a diverse clientele, including individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations, and pension and profit sharing plans. The firm's investment approach is characterized by a commitment to fiduciary excellence, ensuring that client interests are always prioritized. FCI's team of investment professionals, with an average of over 20 years of experience in the financial services industry, works diligently to provide clients with informed guidance and premier service in their financial endeavors.

Investment Focus

• Open to individual and institutional investors
• Focus on fixed income strategies
• Emphasis on fiduciary excellence
• Diverse investment options including equity securities, investment and business development companies, exchange traded securities, and investment grade corporate bonds
• Geographical focus on the United States
• Industries served include financial services, investment management, asset management, private equity, venture capital, hedge funds, real estate, infrastructure, commodities, crypto, ESG and impact investing, distressed and special situations, fixed income (debt and bonds), private investment firm, and sovereign wealth fund