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The New Look of Investment Management
Welcome to Family Investment Center, the region’s premier commission-free investment management firm.
You want honest, unbiased, and value-oriented advice:
Most investment professionals work as sellers, representing specific investment firms or products. They earn sales commissions or transaction fees directly related to their success at selling. Good for their companies, but maybe not-so-good for their customers.
Family Investment Center is completely different:
Who represents the investor? Things are very different at Family Investment Center. We earn our fees by representing clients. We work as a buyer for each client family, matching low-cost and productive investments to their circumstances and goals. Our commission-free platform values expertise and experience above sales ability.
We use proven strategies and quality investments, and we’ve been proudly serving clients since 1998.
If you'd like to receive our periodic Market Commentary and Perspectives via e-mail, click here.
Family Investment Center is a Registered Investment Advisor, regulated by the United State Securities and Exchange Commission. The firm provides fee-only investment services to families, businesses, and nonprofit groups. Family Investment Center does not sell commissioned investment products and company revenues come substantially from client fees. The firm is locally-owned and independent of any other brokerage, insurance, or banking company. A full description of company ownership and fee information is included in our SEC filings and our complete Disclosure Statement found elsewhere on this website, or available upon request.
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