Investment Management

We build investment portfolios differently so you can live differently.

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Investment Management at Finivi

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.

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Fee-Only Investment Management Solutions

Automated Investment Management

Low Cost ETF Portfolios designed for investors who prefer automated, research supported, diversified, active or passive investment strategies.

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.

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Thematic Investment Strategies

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.

We Strive to Minimize Costs and Fees

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.

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Investment Portfolio Review

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:

  • What investments you own and how they work
  • An assessment of any annuities you may have purchased
  • What are the strengths and weaknesses of your portfolio
  • The potential impact to your portfolio as interest rates rise
  • Whether you hold consistently underperforming investments
  • How well your portfolio is diversified
  • An assessment of your overall investment costs and fees
  • If your portfolio is working to minimize taxes
  • Whether your portfolios risk level matches your comfort level

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.