Portfolio Management

Portfolio Management

This convenient portfolio management system allows you to create custom models based on client profiles, entering block trades and rebalancing your accounts as needed.

Planning Option

Financial Planning

FHC provides the option of using your advisory license to offer Financial Planning services for a flat or hourly fee, allowing you to be compensated for all of the work you do.

Third Party
Money Managers

Third Party Money Managers

We have agreements with a number of 3rd party money managers that allow you to outsource the management of your accounts, including Lockwood, SEI, and Genworth.
Securities offered through First Heartland® Capital, Inc., Member FINRA & SIPC.
Advisory Services offered through First Heartland® Consultants, Inc., a SEC-registered investment advisor.
4101 Lake Saint Louis Boulevard Lake Saint Louis, MO 63367