Our Services

FLI's broad range of investment and financial services is designed to provide clients with a long-term approach to wealth management that embodies a prudent, individualized asset allocation deployed among time-tested investment strategies. Our goal is the preservation and growth of each client’s net worth. It is our philosophy to generate above-average returns while accepting what we believe to be below average risk, by being diversified, long-term investors. We invest in consistently growing and what we believe to be undervalued businesses in the global market place, high quality bonds, and opportunistic private investments. FLI’s investment and administrative services include:

• Strategic Asset Allocation—Individualized Solution
• Security—Cash, Fixed Income and Absolute Return Strategies
• Defensive Equity—Hedged Growth Equity, Long/Short Equity and Income & Value Equity
• Traditional Equity—Core Equity (Growth and Value) and Diversified Equity Strategies
• Private Investments—Private Equity, Real Estate and Real Assets
• Wealth Administration and Other Services (Multi-family Family Office, Taxation, Insurance)
• Special Situations