Investment Management

We build investment portfolios differently so you can live differently.

Learn More ▾

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.

Learn More About Us >>

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.

Schedule a Consultation >>

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.

Global SRI Growth Portfolio

Impact Growth & Income Portfolio

Blockchain & Disruptive Technologies

Artificial Intelligence (AI), Virtual Reality (VR), the Internet of Things (IoT), Robotics, Quantum Computing, Gene Sequencing, 3D printing and Blockchain technology are all converging to create a technological revolution that will usher in economic, social and cultural changes worldwide at a scale that is hard to envision.

Understanding how to capitalize on these emerging technologies can create interesting investment opportunities. We currently offer two actively managed stock portfolios in this arena.

Blockchain Innovators Portfolio

Emerging Technologies Portfolio

To learn more about blockchain technology and its ability to revolutionize the way we live, shop, entertain ourselves, and relate to one another, visit our informative site:

Visit BlockSocial.com >>

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.

Schedule a Consultation >>

Bitcoin & Digital Currencies

Have questions about bitcoin or other digital currencies? Our fee-only digital currency consulting services can help you better understand the basics of digital/cryptocurrencies and tokens, what you need to know about cryptocurrencies and income taxes, how to evaluate Initial Coin Offerings (ICO’s) and other ALT coins and tokens, and how to buy, sell, and safely store digital assets.

(Note: Specific Buy, Sell, or Hold Recommendations are not part of this service)

Schedule a Consultation >>

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.

Let's Get Started >>

Our Recent Articles on Investing

Should You Accept Equity Compensation in Lieu of a Higher Salary?

Dreaming of getting rich? To increase your chances of that dream coming true, you may want to consider equity compensation rather than focusing entirely on earning a higher salary. Think about the billionaires in the world. How did they make their wealth? Almost all of them got their high net worth from equity stakes in…

The Cypherpunk Movement and the Creation of Cryptocurrency

It all began with the cypherpunks, a small community of programmers, coders, activists, and visionaries who were focused on privacy-enhancing technologies through cryptography starting in the 1990s. “Privacy is necessary for an open society in the electronic age,” proclaimed Berkeley mathematician Eric Hughes in “A Cypherpunk’s Manifesto” in March 1993. “Privacy is not secrecy. A…

Why Saving Isn’t Enough

Forget that myth that millennials are bad with money. If recent surveys are accurate, 20- and 30-somethings are excellent at saving money and building up stacked savings accounts. In fact, 38% of respondents to a recent survey said they saved half their paychecks. Half reported cutting back on the money they spend on nights out…

Why Do Bond Prices Fall When Interest Rates Rise?

You may think you’re a savvy investor. But have you ever put your knowledge to an actual test? There’s an ongoing national financial literacy study run by FINRA that you can take and review results at any time. The study has found that most Americans cannot correctly answer the following question: “If interest rates rise,…

How to Tell if a Robo Advisor Makes Sense For You

Whether you use Siri, rely on Alexa, or just have a Roomba, there’s no escaping the fact that bots are more part of our lives than ever before. And that’s not necessarily a bad thing. After all, why not automate life’s mundane, tedious tasks? Depending on how you feel about your finances, you could even…

9 Things to do With Your Investment Portfolio Before 2018

You know that feeling when you realize you missed a deadline by just a few days? Being just a little bit off can throw your entire plan out of whack, like when you intend to start a new exercise routine on Monday — then Monday comes around, you get busy and can’t make it to…

Are Your Retirement Funds Wandering Aimlessly?

The purpose of your retirement fund is to help provide the income you need to live financially independent in retirement, whatever “financially independent” means to you. Without structure and planning for your funds, that goal can become more and more distant. It doesn’t just happen on its own. It takes careful planning and years, if…

Are Women Better Investors Than Men?

Who’s better at investing—men or women?  If you are like 91% of women asked in a recent Fidelity Investments survey, your initial response is probably to say that men are better investors.  Only 9% of women asked in the survey said that they are better investors than men.  So you might be surprised that this…

All Investing Articles >>

*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.

Eric C. Jansen, ChFC

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.

Jay Willwerth, ChFC

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.

Steven C. Johnson, ChFC

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.

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

Catherine Utley

Fun Facts About Me

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

Katie E. Moore, CLTC

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.

Herbert Kyles

Fun Facts About Me

When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.

Anne Hawkins

Fun Facts About Me

Steve Taylor

Fun Facts About Me

Michelle Mattera

Loves spending time with her son, open-water swimming, and being competitive in any sport.

Where Should We Send Them?

Join our mailing list to receive the latest news and updates from our team.

You have successfully subscribed.

You have Successfully Subscribed!