Strategic Asset Allocation
In managing our clients’ wealth, we carefully consider the relationship between risk and investment reward and between liquidity and illiquidity. Our goal is to help direct clients to an individualized, rational and prudent investment strategy allocated among Security, Defensive Equity, Traditional Equity and Private Investments.
Not all of our investment strategies are appropriate for, or desired by, every client. Consequently, FLI thoroughly evaluates each client’s objectives, needs and his or her risk tolerance. The ultimate goal is to design a disciplined allocation plan that balances capital preservation, growth, income and risk so that our clients can sleep at night irrespective of the future investment environment.