Fpc Investment Advisory, Inc.

FPC Investment Advisory, Inc. is a Registered Investment Adviser established in 1994, with its principal owners being Bijan Golkar, CEO & CCO, and Tyler Schalch, CIO. The firm offers discretionary investment management, financial planning, consulting services, and income tax preparation. They primarily invest in securities, mutual funds, and ETFs, with a focus on index funds. The firm requires a minimum account size of $2,000,000 but may accept smaller accounts at its discretion. FPC acts as a fiduciary, putting clients' interests first. They charge an annual fee of up to 1.00% based on assets under management, deducted directly from client accounts. FPC does not engage in performance-based fees or side-by-side management. The firm serves individuals, high-net-worth individuals, families, estates, trusts, corporations, and charitable foundations. FPC's investment strategy includes Cyclical Tactile Asset Allocation, monitoring economic conditions globally, and rebalancing portfolios. The firm discloses potential risks associated with investments, such as market risk and liquidity risk. FPC does not have any disciplinary events, and its business continuity plan ensures prompt recovery in case of disruptions. Clients receive quarterly statements from the qualified custodian, Charles Schwab & Co., Inc., who also provides various services to benefit both clients and the firm. FPC maintains a Code of Ethics, handles proxy voting, and has a Privacy Policy to protect client information.