Additional Disclosure Documents: Form ADV Form CRS
First Long Island Investors, LLC (“FLI”) is based in Jericho, New York. FLI is registered as an investment adviser with the Securities and Exchange Commission. Any reference to FLI as a “registered investment adviser” or as being “registered” does not imply a certain level of skill or training. A copy of FLI’s current Brochure (Form ADV Part 2) discussing FLI’s business operations, advisory services, and fees is linked on this page and is also available either on the Investment Adviser Public Disclosure website or from FLI upon written request.
FLI’s website (the “Site”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links, and is for informational and educational purposes only. FLI is neither an attorney nor an accountant. Accordingly, prospective clients and other users of this Site should not construe any information or other content available on this Site as legal, tax, investment, financial, or other advice, nor should anything herein be construed as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. FLI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for the convenience of the user and all users should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by FLI) or product referenced directly or indirectly on this Site, or via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s).
Securities and other investments involve investment risks, including the possible loss of value. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended or undertaken by FLI) will either be suitable or profitable for a client or prospective client’s investment portfolio or have future performance equal to any historical performance level(s).
Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. You cannot invest directly in an index.
Our principals invest side-by-side with our clients in every FLI strategy (other than fixed income which is personalized for each client). Where a strategy is offered through different investment vehicles, our principals invest in the vehicle suitable for them, but not in every vehicle available.
Assets overseen figures discussed throughout this site are as of 12/31/24.
Rankings by third party rating services should not be construed by any client or prospective client that he/she/it will experience a certain level of results if FLI is retained, or continues to be retained, to provide investment advisory services, nor should they be construed as a current or past endorsement of FLI by any of its clients. It is not known whether any clients listed on this Site approve or disapprove of FLI or the advisory services provided.
Certain portions of the Site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, FLI’s (and other’s) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of our or the others current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice.
The information and materials contained in this website — and the terms of the access to and use of such information and materials — are subject to change without notice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Site, to release and hold harmless FLI, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of such client or prospective client’s receipt of personalized individual advice from FLI.
Case studies are representative scenarios presented by various clients and may reflect a combination of individual situations. The details have been modified to protect the privacy of our clients.
Your eligibility for particular investment options or services is subject to final FLI determination and acceptance.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States, which it authorizes used of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.