Account Types

Typical accounts we service include:

Busy Professionals

  • Individual and Joint Accounts with Auto Investing
  • Rollover IRAs from 401Ks, 403Bs
  • Traditional IRAs
  • Roth IRAs
  • Simplified Employee Pensions (SEP-IRAs)

Active Retirees

  • Individual and Joint Accounts with Auto Investing
  • Traditional IRAs
  • Trust Accounts

FCM helps clients achieve their investment objectives with a high level of personalized service, expertise, and discipline. Each client works directly with Paul Quinn, Founder & Investment Manager, to develop a structured investment program focused on long-term growth. 

Getting Started

  • Consultation & Education
    Prior to joining FCM, Paul meets with each prospective client to understand financial goals and to review assets and holdings. In addition, he educates clients and addresses questions about FCM.         It is important for clients to feel comfortable with the FCM approach and for both parties to determine long-term compatibility.
  • Account Set-up
    We work with each client on the account set-up and funding      process. We allocate funds between the Focus 20 Portfolio and the Fixed Income Portfolio. Once this step is complete, the set-up    process ends and active management begins.

Active Management

  • FCM offers two proprietary portfolios: The Focus 20 Portfolio for    equity investments and The Fixed Income Portfolio.
  • Paul actively manages each portfolio with daily reviews and periodic rebalances, as necessary.

Access & Ongoing Client Communication 

  • Clients have online access to information on portfolio performance and statistics.
  • FCM provides a quarterly review of the portfolio's performance.
  • FCM offers clients annual review sessions.
  • We encourage clients to contact Paul directly.  Paul is always happy to provide insights based on his knowledge of the markets.