Our Services

 

 

Our Philosophy

The Golden Rule - We Treat You The Way We Want to Be Treated

Our group approaches our business with the belief that certain fundamental principals endure, including diversification, consistency and the value of objective advice.

These guiding principals have helped us lead our clients through complex and often trying times in the capital markets.  We realize that we have been entrusted with a huge responsibility and do not take it lightly.

 

About Francis Investment Consulting Group, Inc.  We offer a full range of investment products and services.  Whether an individual investor, business owner, executive or institution your account will have the following features:

 

  • automatic crediting of interest and dividends 
  • a comprehensive account statement for your cash and/or securities
  • convenient check-writing and no-fee debit card with ATM access
  • overdraft protection and a Private Credit Line
  • Automatic deposit of your paycheck in your account via electronic funds transfer
  • Wachovia Online Banking provides free Online Banking and BillPay services 
  • 24-hour Internet access to account information
  • SIPC protection1
  • Consolidated 1099 forms

     

    Assets Under Management

    As of December 31, 2014 Francis Investment Consulting Group, Inc managed $363,377,861 on behalf of our clients.

     

     

    Products and Services

    • Investment, Retirement and Estate Planning
    • Stocks, Bonds, Mutual Funds
    • Asset-Management Accounts
    • Traditional and Fee-Based Portfolio Management Services
    • Rule 144 Sales of Restricted and Control Stock
    • Cash Management
    • Stock Option Exercise
    • Access to Lending Services through affiliates
    • Personal Trust Services in All 50 States2
    • Insurance and Annuities3
    • Wealth-Management Services
    • Access to Investment Banking Services

     

    Research Resources

    • Wells Fargo Capital Markets, LLC 
    • Credit Suisse
    • Sanford C. Bernstein & Co.
    • Standard & Poor's (S&P)
    • Dorsey Wright (technical analysis)

     

    Francis Investment Consulting Group, Inc. and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your own tax and legal advisors before taking any action that may have tax consequences.

    1Wells Fargo Advisors is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). An explanatory brochure is available upon request or at www.sipc.org.

    Above and beyond SIPC coverage, Wells Fargo Advisors maintains, at no cost to clients, protection for any cash and securities in brokerage accounts above the $500,000 SIPC threshold. The additional insurance coverage is provided through London Underwriters (led by Lloyd’s of London Syndicate) (“Lloyd’s”) and other insurance companies rated A or better by A.M. Best. For clients who have received the full SIPC payout limit, Wells Fargo Advisors’ policy provides additional coverage above the SIPC limits for any missing securities and cash in client brokerage accounts up to a firm aggregate limit of $1 billion (including up to $1.9 million for cash per client). In other words, the aggregate amount of all client losses covered under this policy are subject to a limit of $1 billion, with each client covered up to $1.9 million for cash.
     
    2Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
     
    3Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.