Help clients reach their dreams with proven, highly-differentiated investment strategies focused on quality and supported by an industry-best investment management team. We do the work behind the scenes and keep the focus on your brand and relationships.
"I love hearing from our Member Partners how much they appreciate our team and the impact we've made on their business and relationships." — Peter Murphy, President & CIO
With an in-house team of CFAs and a philosophy of building quality strategies, advisors have the confidence to help relationships reach their dreams.
| Our Approach
Outsourced Investment Management That Doesn't Dilute Your Brand
Help clients reach their dreams with proven, highly-differentiated investment strategies focused on quality and supported by an industry-best investment management team.
Our Built By and For approach keeps you at the center of your relationship's attention while we support you with best-in-class research and portfolio management - saving you time and resources.
Your brand. Your investment team. Built to empower you and the relationships you serve.
Say "Goodbye" to Long Hours Building & Managing Portfolios
Grow the capabilities of your practice without the overhead and devote more time to deepening client relationships and growing your enterprise. Outsource tasks like research and managing custom portfolios — saving time and reducing headaches in the process.
Benefits you can count on:
Save time and deploy your resources more effectively
Manage your growth and scale without overhead
Provide a better client experience with more time to serve
Streamline workflows with integrated support
Increase profitability by outsourcing costly activities
| Collaborative Mindset
Feel Supported and Empowered with the Strength of Your Investment Team
Spend more time serving your relationships while our team of CFAs research, build, and manage portfolios under your brand. We become part of your team, providing you with a professional investment committee there to help you deliver best-of-breed investment strategies without typical constraints.
Investment Management is Our Product, Not a Sales Platform
Support your client relationships with the help of a partner focused on serving you, not distributing proprietary funds or third-party investment models.
No competing agendas, just a dedicated team serving as the institutional investment arm of your enterprise.
| Comprehensive Solutions
A Highly Curated Suite of Professionally Managed Investment Strategies
Just because a lot of options exist doesn't mean they present the best fit. Too many options can create confusion and leave more questions than answers.
Our comprehensive investment platform delivers the solutions you need to serve your client relationships without the burden of being overwhelmed by choice and "selling" third-party investment managers.
Everything You Need to Serve the Goals & Dreams of Your Relationships
Serve a wide range of clients with different objectives. We help you craft personalized portfolios for your clients through our curated suite of professionally managed investment strategies.
Keep Your Brand in Spotlight & We'll Support You Behind-the-Scenes
Your brand stays front and center with your relationships. As an extension of your team, everything produced, communicated, or shared is branded with your enterprise so that your relationships know that the value they receive comes directly from you.
We add value to your brand so that you stay top of mind with your client relationships.
Proposals and other assets
Give Your Brand a Voice Using Pre-Approved Communications
Keep your relationships up to date with hundreds of pre-approved communications and marketing assets designed by our in-house investment and marketing teams. Delight your clients by sharing:
Social media posts
Custom webpages and more
Access new content regularly to keep relationships informed with turn-key branded content.
If you value your time, use FCMS.
Luis PadillaMember Partner since 2009
FCMS delivers incredible value to me without diluting my brand or value proposition.
Mark DarrellMember Partner since 1997
They weren’t just going after the “big producers.” They were really careful about who they brought into the organization, who was a good fit, just like I do with my clients.
Jodi BrushMember Partner since 2017
I would say to other financial advisors, as a utility to me and my enterprise, there is no one that does what they do better. There is no one that process as much service, as much support, and as much experience as you get here.
Charlie RobertsMember Partner since 2014
Is your approach to investment management living up to your expectations?
Peter Murphy | President & Chief Investment Officer
"I'd love to show you how we've built our investment management platform to provide incredible flexibility and high-quality solutions. I can't wait to learn more about you and discover how we can help you achieve your dreams."