First City Capital Management, Inc.

Overview

Established in 1976, First City Capital Management, Inc. is an independent investment advisory firm located in Savannah, Georgia. The firm specializes in managing assets for individuals, families, trusts, estates, retirement plans, and other organizations, emphasizing a fiduciary duty to act in the best interests of its clients. Portfolios are managed separately, tailored to each client's circumstances, with a focus on balancing risk and return objectives. The firm's investment strategy includes managing both equity and fixed income portfolios, with a balanced approach that allocates assets among stocks, bonds, and cash reserves. The equity style primarily focuses on growth at reasonable prices (GARP), analyzing a company's financial strength, international market exposure, and long-term strategic goals. Fixed income management aims to satisfy income requirements and reduce overall portfolio risk and volatility, with a value-oriented approach that identifies market inefficiencies and inconsistencies along the yield curve. First City Capital's goal is to provide strong investment results combined with a high degree of personal service. The firm focuses on the needs of each client, structuring portfolios considering market conditions, time horizons, cash flow requirements, and other variables, ensuring a personalized and comprehensive financial management experience.