Start working with our team today!
Start working with our team today!
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As you navigate through the various aspects of your life, including your career and family, the responsibility of managing your finances can be overwhelming and detract from your priorities.
As you navigate through the various aspects of your life, including your career and family, the responsibility of managing your finances can be overwhelming and detract from your priorities.
With a team of experienced financial advisors we can help you in effectively managing your finances, allowing you to focus on doing the things you enjoy.
With a team of experienced financial advisors we can help you in effectively managing your finances, allowing you to focus on doing the things you enjoy.
FQI believes that active management, combined with a holistic client-centric approach, can help all our clients achieve financial success and peace of mind.
FQI believes that active management, combined with a holistic client-centric approach, can help all our clients achieve financial success and peace of mind.
Who we help
Who we help
We serve clients in various industries and professional backgrounds.
These are just a few:
Real Estate and Commercial Real Estate
Engineering and Manufacturing
Healthcare Providers
Property and Construction
Wineries and Distilleries
Information Technology and Communication
Professional Services Firms
Farming and Agriculture
Active Military
Retirees
Charities
We are committed to making a positive difference in the people's lives. We build long-lasting relationships with our clients through putting their interests first in everything we do. We are proud to be a partner you can rely on.
Whatever your individual or business needs, you’ll receive personalized services to help you achieve the best outcomes.
What's our Process?
Gather Information
Gather Information
Your advisor will start by collecting information about your financial situation, goals, and risk tolerance. This may include reviewing financial statements, tax returns, and investment portfolios. Your advisor will also ask questions to understand your financial objectives and aspirations.
Analyze Information
Analyze Information
Once your advisor has gathered all the necessary information, they will analyze it to develop a comprehensive strategy to fit your needs. This may include specific investment recommendations, tax planning strategies, and retirement planning options. Your advisor will also consider your risk tolerance and investment preferences when developing the strategy.
Implement, Monitor and Adjust
Your advisor will implement the necessary changes and monitor the strategy over time to ensure it remains on track and make adjustments as needed.
Overall, the goal of a financial advisor is to help clients achieve their financial objectives by providing personalized advice and guidance.
FQI Capital Management LLC is an investment adviser in Lantana, Texas. FQI Capital Management LLC is registered with the State of Texas. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm. FQI Capital Management LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of FQI Capital Management LLC ’s current written disclosure brochure filed with the SEC which discusses among other things, FQI Capital Management LLC’s business practices, services and fees, is available through the SEC’s website at: FQI Form ADV
Investing Risks: The risk of loss from investing in securities (stocks, ETFs, mutual funds, etc.), bonds, options, futures and forex or related products, can be substantial. Investors must consider all relevant risk factors, including their own personal financial situation, before investing.
Investments in bonds and fixed income products are subject to various risks (including liquidity, interest rate, financial, and inflation risks) and special tax liabilities.
You should discuss any/all implications of investing in such products with your custodial broker, financial adviser/advisor, and/or tax advisor. Past performance is not indicative of future results.
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