Investment Management Services
Investment Management
Our goals-based investment management services are designed to help you link your preferred lifestyle and investment objectives with personalized, professionally managed investment strategies.
It’s all about you. Fiduciary care.
Objective, fee-only investment management. Your interests are the driving force behind every decision we make. Being an independent, privately owned firm, our perspective is our own, allowing us to select only those investments and solutions that best serve you, our client.
We take a disciplined approach to investing that is built on extensive knowledge of market history, a keen understanding of economic cycles, robust securities analysis, and grassroots experience in investing in disruptive companies and exponential technologies.
Learn More About Us >>Actively Managed Portfolios
Goal linked portfolios that may use a combination of individual stocks, fixed income securities, ETF’s, REITS, UIT’s, alternative investments, and select mutual funds.
Retirement Income Portfolios
Diversified actively managed investment portfolios designed with the objective to generate sustainable, inflation-protected income, while reducing volatility and downside risk.
As a socially responsible, technology-driven firm, we have a keen understanding of the socioeconomic and technological changes that are reshaping the world around us. Uncovering interesting investment opportunities based on long-term thematic or “mega” trends is at the core of our proprietary Thematic Investment Portfolios.
Socially Responsible Investing
You look beyond investing as just a means to grow your wealth… you want to use your wealth to help others, to make your community a better place and to ensure the companies you invest in have similar social and environmental goals as you do.
We offer professionally managed SRI portfolios to allow you the opportunity to grow your wealth while aligning your investment strategy with your personal values. Our impact investing portfolios invest in high-growth companies solving global challenges while having a positive societal impact.
Costs are a significant detractor of overall investment returns, as such, we pursue the most cost-effective means in managing your portfolio, including owning individual securities, fixed income investments and low cost mutual funds and ETF’s.
In addition, unless special circumstances exist, we do not outsource the management of your investments as many other wealth management firms will do. The only investment management fee you pay is ours. This avoids a second, or sometimes third layer of fees that are added on by the outsourced firm.
Schedule a Consultation >>Like many people, you have most likely accumulated a variety of investments over the years from different sources. You may have several 401(k) plans from your current and previous employer(s), an IRA or two, perhaps an annuity, some mutual funds, ETFs, or a variety of individual stocks and bonds. Maybe you have an investment that you’re not even sure what it is...or how it works. Sound familiar?
You may also now find yourself with multiple advisors and investment firms, each overseeing a portion of your investment portfolio. A mutual fund company, brokerage firm, a bank advisor, or even your insurance representative, all responsible for a piece of your financial future. This often leads to an un-coordinated investment strategy, conflicting advice, increased costs, and poor overall investment performance.
We get it. We can help. Here is what you will learn:
We know you have better things to do with your time than worrying about your investments and if the advice you have been given in the past has been in your best interest, or your advisors. You are one click closer to a more confident future.
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*Investing in individual stocks, mutual funds, or ETF’s, focused on a particular theme or idea may be subject to increased risk or price fluctuation over more diversified holdings due to adverse developments which can affect a particular industry or sector.
The views and strategies described may not be suitable for all investors and do not ensure a profit or protect against possible loss. There is no guarantee that the strategies discussed will be successful or achieve their desired objective. Past performance does not guarantee future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All information regarding our investment strategies are subject to change without notice. Dividends are Not Guaranteed. The factors that affect dividends are sensitive to economic and business conditions, which are likely to change from year to year, causing dividends to fluctuate, up or down accordingly.
Finivi is an independent, fee-based financial planning and investment management firm that offers clear, actionable advice designed to help improve your life.
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Email: info@finivi.com
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Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor.
Fun Facts About Me
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.
Fun Facts About Me
Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.
Fun Facts About Me
When not managing client portfolios, Fred can be found relaxing with family and friends.
Fun Facts About Me
When not caring for her clients Cathy enjoys relaxing in her yard at home.
Fun Facts About Me
When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.
Fun Facts About Me
Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.
Fun Facts About Me
When not cheering for the Patriots, Donna spends her free time travelling throughout the United States looking for new haunted places to explore. She loves to wear her cowboy hat and boots when travelling out west.
In her free time, Krista can be found crafting, cooking, spending time outdoors with her family, or curled up reading next to her beloved pets.
When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including visits to the beach and hiking.
Fun Facts About Me
Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.
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