Strategic Asset Allocation - FLI Investors
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Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal
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Hero

Maximize returns and minimize risks
through customized asset allocationacross a range of diverse investment categories.

Let’s Discuss
Hero

Maximize returns and minimize risks
through customized asset allocationacross a range of diverse investment categories.

Let’s Discuss

Strategic Asset Allocation

Optimize your investments with our specialized set of strategies. Our team works to distribute your assets across up to four distinct categories creating a diversified portfolio that aligns with your goals.

Security Investments

These investments offer immediate liquidity with low risk. We manage individual bond portfolios, primarily composed of investment-grade bonds, as a way to generate a reliable and secure stream of income for our clients. In addition to income generation, these portfolios typically provide important downside protection during periods of market volatility, helping to preserve capital in uncertain times.

Defensive Strategies

We have developed a special expertise in these investments, which are designed to deliver higher returns than security investments while offering better capital preservation than traditional equity strategies.

Traditional Equities

Through a variety of strategies, we offer clients exposure to a broad spectrum of equity investments: core, growth, and value including large-cap, mid-cap, small-cap, domestic, and international. We select companies with strong fundamentals that meet our criteria, and partner with among best-of-breed managers that have proven long term track records.

Private Investments

These are less liquid investments designed to generate higher returns than our other investment categories. While they might not be suitable for all clients, they offer diversification when aligned with a client’s overall strategy.

Read our 1st Quarter 2025 Letter to Investors

For years, we have been guided by the direction of corporate earnings (especially those of the companies we invest in) and real-estate cash flows, in conjunction with the level and direction of interest rates.   The values of companies and real estate are primarily measured by two factors: earnings/cash flows and the impact of changes in interest rates.  This could not have been more evident over the past three years.

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