Advisors at this firm
Derek A
Series 63, Series 65
Highland Village, TX
FQI Capital Management LLC
Derek Atkinson is a financial advisor at FQI Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FQI Capital Management since 2018, following roles at DSA LLC and First Financial Equity Corporation. FQI Capital Management provides discretionary portfolio management and model-portfolio services to individual investors, including high-net-worth clients, as well as select pension and corporate accounts. The firm combines quantitatively driven models and systematic technical timing with fundamental sector selection and employs derivatives for risk management within separately managed accounts.
Joshua C
Series 63, Series 65
Dallas, TX
FQI Capital Management LLC
Joshua Cohen is a financial advisor at FQI Capital Management LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at Active Alts Inc., McElhenny Sheffield Capital Management, Ackerman Capital Partners, Kestra Financial Services, Paradigm Financial Partners, and NFP Securities. FQI Capital Management provides discretionary portfolio management and model-portfolio services to individual investors, including high-net-worth clients, as well as select pension and corporate accounts. The firm combines quantitatively driven models and systematic technical timing with fundamental sector selection and employs options and derivatives strategies within separately managed accounts.