The Advisory Group
Disciplined Investment Management






Welcome to our Web Site
This site has been designed for use as a resource for both account access and financial research.
Individual and Corporate Clients
Clients can easily access their accounts through this site. Clients with brokerage accounts can access FSCBrokerageview.com to view brokerage account balances and transaction history. Clients with accounts held directly by investment companies can access their account(s) by linking directly. You also have access to a comprehensive list of investments and financial information sites to complement our planning and investment strategies, and ultimately, your financial needs.
401(k) Participants
Under the 401(k) Plans navigation button, you can access your personal account information through your plan`s specific administrator. Retirement calculators and 401(k) related articles are also available under this navigation button. Access to Morningstar.com and other helpful sites for research and information can be found under the Information navigation button.
If you wish to access your personal 401(k) account for current values or to make investment changes, just enter Account Access and click on the link to your plan`s administrator (record keeper). You will need to have your I.D. and password ready upon entering. Additionally, password-protected access to plan specific documents and forms for selected 401(k) programs can be found at the Secure Area link.
This communication is intended for Arizona, California, Florida, Idaho, Illinois, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington residents only. No offers may be made or accepted from any resident outside of these states.
Important Consumer Information:
A broker/dealer (B/D), B/D agent, investment advisor (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state B/D, IA, B/D agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a B/D, IA, B/D agent, or IA rep, a consumer should contact his or her state securities law administrator.
The site has been developed for our clients to utilize as a central source for financial and investment information. In order to deliver superior service, we would appreciate your feedback and recommendations for the site via our general e-mail address below.