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For private investors who want to delegate decision making to a trusted experienced fiduciary, we offer truly customized, independent solutions that prioritize your objectives.


Key benefits:
  • You set your specific investment objectives, risk tolerances, and tax strategies 
  • We implement your portfolio and administration so you do not have to
  • You have daily access to accounting and performance measurement 
  • We are available anytime you have questions or want to discuss your portfolio 
*Fiduciary custodial services are provided by Pershing Advisor Solutions, LLC; a Bank of New York Mellon company.


Traditional Brokerage Products and Services 

FFC Capital Advisors also offers a variety of traditional brokerage products and services that include:

Wrap Fee Programs 


Our wrap fee program alternatives enable clients to engage in consolidated investment management and consulting services that might otherwise be logistically and cost prohibitive. 
 
  • Ultra Sigma® - Total Portfolio Series (TPS™)
    “TPS” is a discretionary broad based asset allocation driven wrap fee program; specifically designed for customers that are interested in achieving broad market exposure to growth, income and alternatives. 
     
  • Ultra Sigma® - All-Cap Equity Series (Global ACES™) 
    “ACES” is a discretionary equity only, global, all capitalization wrap fee program; specifically designed for customers that are interested in achieving broad market exposure to growth and alternatives. 
  • Ultra Sigma® - Liquidity Management Series (LMS™) 
    “LMS” is a discretionary short to intermediate term fixed income derivative wrap fee program; specifically designed for customers that are interested in achieving income, safety, and liquidity. 
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Francis Financial Group, LLC dba FFC Capital Management or FFC Capital Markets. Investment, Financial and Municipal Advisors

Securities offered through FFC Capital Advisors, LLC.  FFC Capital Advisors, LLC is a full service broker dealer, Member FINRA & SIPC.

Click here to obtain a copy of FFC Capital Management's Form ADV.

 


Check the background of this financial professional on FINRA's BrokerCheck.