FEDERALLY QUALIFIED HEALTH CENTERS
Investment management for FQHCs
It's critical that you partner with an investment manager who understands the unique needs of FQHCs.
How we can help you
“I specialize in helping FQHCs create investment plans to allocate their cash reserves. I work closely with executive teams and boards to help them pursue better returns and increased financial stability.”
Amy Foo
Senior Vice President, Private Wealth Advisor
“One of the main obstacles to putting idle FQHC reserves to work is board education. A board that doesn’t understand how its reserves will be used is more likely to let them sit idly in a checking account. I educate boards on on how to get more out of their funds.”
Ed Gonzalez
Senior Vice President, Portfolio Specialist
About us
We combine a white-glove approach and the research might of Capital Group, one of the world's oldest and largest asset management firms with $2.8 trillion in assets1 under management.
Request a private consultation
Connect With Us: We tap into our experience to address your FQHC investment needs
Our Process: We work with you and your executive team to identify excess reserves
