Services Overview

FEG is an independent, full-service investment advisory firm with more than three decades of experience helping institutional investors build long-term focused portfolios. 


FEG Consulting provides proactive and objective advice to our institutional clients to help them make informed decisions in pursuit of their investment goals.

Learn more about our non-discretionary services.

Outsourced CIO

FEG OCIO provides discretionary management services for institutional clients. Portfolios are constructed and managed according to each client's unique objectives and guidelines.

Learn more about our discretionary services.


Research is the center of excellence that powers FEG’s businesses. From strategic market views to manager-level analysis, our research team applies a unique perspective to identify and elevate opportunities across the globe.

Learn more about our research capabilities.

In addition, FEG’s Managed Portfolios are available for distribution through financial intermediaries and advisors.


We want to learn about your organization's objectives.


Matthew Finke

Vice President

Institutional Sales


Devinne Kelly

Sales Associate

Institutional Sales