ABOUT FCM
Finch Capital Management is committed to our client's success by seeking to capture the value creation happening in public equities.
Our strategies are designed to benefit from the Pareto Principle. Our research shows that 20% of the companies are creating 80% of the value. Through our targeted, diversified portfolio, we seek to capture the best the market has to offer.
FCM is a Registered Investment Advisor (RIA) serving individual and institutional investors.
HOW WE HELP
Our Investment Approach
Our differentiated investment approach is built on four pillars.
Value creation
Our research shows 20% of the companies are creating 80% of the market value.
Diversified
We aim to minimize individual stock risk and achieve broad exposure to value creation.
Low Fees
Low fees help maximize value kept by the investor.
Our Money with Yours
We strongly believe in our strategy and our process. That’s why we are invested right alongside you.
HOW WE WORK
Our Process
We tailor our solutions to your needs. We start by getting to know you before recommending an investment plan that fits your goals.
1. Introduction
We value relationship. We'll begin by getting to know you, your financial situation, and your investment objectives. Then, we'll help you get to know us in order to determine if our approach is a good fit for your portfolio.
2. Discovery
We discuss your unique situation in detail, and outline your risk tolerance and preferences.
3. Strategy
With your unique needs in mind, we’ll discuss an investment allocation that aligns with your goals. As a fee-only registered investment advisor, we serve as a fiduciary, putting your interests first in your investment plan.
4. Ongoing Relationship
It’s a privilege to serve our clients like they are family. We’ll do our utmost to explain your investments in clear and transparent terms, and to continue to update your investment plan to your changing circumstances.
Meet The Founder
Taylor Finch leverages more than a decade of industry experience in creating Finch Capital Management's investment strategies.
Prior to founding Finch Capital Management, Taylor was a
Senior Equity Analyst at Century Management. Century
was founded in 1974 by Arnold Van Den Berg, who has
been featured in The World's 99 Greatest Investors, The
Great Minds of Investing, and Richer, Wiser, Happier.
At Century Management, Taylor helped lead a focused
effort to invest in high-quality companies. The close
study of long-term compounding informed Taylor’s insight
that value creation is the prime driver of long-term
wealth. Taylor's research informed investments totaling
more than $250 million AUM during his time at Century
Management.
Prior to that, Taylor was an analyst at ORIX Corporate
Capital. He attended Baylor University where he majored
in Finance and Economics and graduated with Summa
Cum Laude honors.
Taylor Finch has been a CFA® charterholder since 2014.
"The world will do most of the work for you, provided you cooperate with it by identifying how it really works and aligning with those realities."
- Joseph Tussman