Investment Management: Customized Portfolio & Services

Investment management that meets your unique goals and aspirations.

Your customized investment portfolio should work hand-in-hand with your financial goals. At FCA Corp, we help high-net-worth individuals, families and business owners meet their short-term and long-term investment goals.

Our process includes leveraging our strong asset management capabilities that are informed by a truly global perspective to craft a tailored portfolio that meets your risk tolerance and objectives.

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Our Investment Management Process is guided
by the 3 R’s:

Real Companies
Respect for governance and stakeholders.

Real Products
Something we understand, consumers need and are deliverable.

Real Financials
They make sense to the investor and allow you to understand the business financial prospects.

An in-house investment team with decades of experience dedicated to helping you preserve and grow your wealth.

We believe that experience, skill, and discipline are important elements of successful investing. Our investment professionals have been through numerous market cycles. We’ve seen the Savings and Loans / Real Estate crisis in the1980s, the dot com bubble in the late 1990s, the 2008 Global Financial Crisis and the COVID Shutdown.

Our global thinking has helped us navigate market cycles for nearly 50 years.

Our global perspective informs our high-conviction, high-discipline process: a time-tested investment strategy that has successfully guided our clients through numerous market cycles.

Access to a wide range of investments allows us to meet your individual risk-reward  requirements efficiently. Clients with greater diversification needs can access specialized asset classes and global exposure.

We offer access to private offerings.

We invest and advise across alternative asset classes in private equity, venture capital, real estate, and private debt in both established and growth-oriented businesses around the globe. This allows qualified clients to invest in promising companies and assets that aren’t publicly available.

Our alternative investment strategy is not only to work as partners with the management of our portfolio companies, but also to assist in the operations by leveraging all the resources of the FCA Corp platform across alternative asset classes.

FCA Corp serves as the advisor for Commonwealth International Series Trust, a global mutual fund platform.

FCA Corp serves as the advisor for Commonwealth International Series Trust, a global mutual fund platform that presents investment opportunities through five funds: Africa Fund, Australia/New Zealand Fund, Global Fund, Japan Fund, and Real Estate Securities Fund.

The assessment and analysis of global economies, markets, sectors, and securities allow its managers to define clear objectives and investment strategies for each fund, so shareholders can meet their needs through a differentiated approach.

Visit Commonwealth Funds

Discover unique global funds to diversify your investments.

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