Financial Economics Consulting Group, Inc.

Financial Economics Consulting Group, Inc. is an independent firm founded in 1985 by Stephen W. Reinhart and Robert W. McLeod, Ph.D. The firm specializes in personal investment and financial management, offering fee-only, full-service asset management. They provide consulting services including in-house asset management, individually structured portfolios, and strategic alliances with Charles Schwab. Clients own 100% of their securities, tailored to their needs for potential tax advantages and enhanced satisfaction. FECG emphasizes working as a team with clients to achieve higher returns, offering both discretionary and non-discretionary advisory services. Their investment strategies include common and preferred stocks, ETFs, fixed income investments, and mutual funds. Fees are based on a percentage of assets under management, with quarterly fees calculated based on market value. FECG does not charge performance-based fees and acts as a fiduciary, avoiding conflicts of interest in side-by-side management. Clients include individuals, high net worth individuals, retirement plans, trusts, small businesses, and organizations. FECG has no disciplinary history and provides detailed information on their investment philosophy, methods of analysis, and risk management strategies.