ABOUT OUR COMPANY
Financial Investments Research & Management is an independent emerging money manager serving clients since 1992. It is a SEC Registered Investment Advisory with over 50 years of cumulative investment management experience. We consider very carefully our role as a fiduciary of our clients' money, and our compensation is strictly fee-based only. We are not compensated for making transactions. Through this we believe that our interests are closely aligned with that of our clients.
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CLIENT ACCOUNTS
Our clients' accounts are managed individually according to the client's objectives. Our clients work with their investment professional to determine which of our five allocations is best suited to meet their needs. We then monitor and tactically adjust the portfolios according to the investment markets while staying within the constraints of each strategy. We have no proprietary products and thus no conflicts of interest in where we invest our clients' money.
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INVESTMENT PROCESS
Our investment process is rooted in the Nobel-prize winning concepts of Modern Portfolio Theory. We work to combine investments in clients' portfolios in a diversified manner to minimize risk as well as carefully selecting the securities that offer the most attractive total returns for each level of risk. We allocate money to the most attractive mix of ETFs, closed-end mutual funds, open-end mutual funds, equities, and fixed income securities. FIRM actively employs an option overlay for portfolio enhancement and to offset some directional risk of the underlying security.
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Investment Performance
The performance of the investment program shall be compared against the appropriate benchmarks. The investment allocations are consistently being monitored and adjusted as necessary to make sure that they continue to achieve the stated objectives. Since this investment is long-term in nature, the returns should be evaluated over an entire market cycle.
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FIRM Philosophy
Our investment philosophy is rooted in the Nobel-prize winning concept of Modern Portfolio Theory. We work to combine investments in client portfolios in a diversified manner to minimize risk, while carefully selecting the securities that offer the most attractive total returns for each level of risk. We tactically allocate money to the most appropriate combination...
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Investment Philosophy
Our managers even take Modern Portfolio Theory one step further, by staying faithful or respectful to absolute risk when evaluating trends, market conditions or investment opportunities. With this philosophy of management, FIRM can protect its clients through up and down markets, creating a portfolio that is better diversified and less risky than those of most portfolio managers.
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Cash Flow Advantage
FIRM’s portfolio managers create strong well-diversified sources of cash flow that are not reliant on interest rates. This approach not only reduces risk, but also provides a means of delivering consistent, regular income – regardless of market fluctuations. These strong cash flows are a terrific foundation for a portfolio’s total return and create opportunities to buy into the most attractive areas of market environment.
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