Founded in 1966, Financial Counselors is an investment advisory firm that provides investment management services. It offers investment advisory services for various institutional clients, such as foundations and endowments, public funds and Taft-Hartley accounts. It also serves high net worth individuals. In addition, the company serves as a subadvisor for several banks and trust companies. The company offers several client communication tools, such as quarterly portfolio evaluation reports and investment strategy letters, monthly letters, and personal and phone meetings. Financial Counselors, also known as FCI, is affiliated with Midwest Trust Company, Benefit Trust Company and Midwest Trust Company of Missouri. The company is located in Kansas City, Mo.
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Location
Country Club Plz
Categories
Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives
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