Investment Advisory Services

Financial Capital Group, LLC provides customized investment portfolios based upon each client's individual needs, unique circumstances, risk profile, time horizon, goals and objectives. 

Services Include: 

• Analysis of current portfolio

• In-House Portfolio Design, Securities Selection, Management, Performance Reporting, and Monitoring

• Access to Institutional Money Managers - representing best in class from each money management discipline. We focus on identifying and evaluating manager(s) selection and investment strategies for you

• Tax-Efficient Investing

• Alternative Investment Strategies