Value Through Knowledge & Innovative Thinking 

Investment Management/Asset Allocation

FIF's investment management program is designed to provide the latest investment strategies and practical approaches to investment management while integrating the basic foundational theories such as Modern Portfolio Management (MPT). This program is recommended for corporate employees investing in various retirement plans (i.e., 401K, 403B, SEP, KEOGH, etc.), foundational money managers, governmental money managers, pension managers and individuals who manage their own investments.

Depending upon the needs of the client, the customized information provided in this program may include: an overview of capital markets, theories of "risk" and "return," modern portfolio theory, asset allocation and equity/debt investment strategies.  Fundamental and technical analysis may be taught using a trading-floor platform.

We invite you to contact us for more information.

Financial Consulting

Utilize our team to help with valuations, financial projections, and accounting.

Hedge Funds

From infrastructure consulting for new funds to operational and investment analysis for investors.