Fleurus Investment Advisory, LLC
Fleurus Investment Advisory, LLC. is a fee-only independent registered investment advisor (RIA) based in Weston, CT. Fleurus provides comprehensive financial planning and investment management services to help clients organize, grow and protect their assets. Fleurus serves clients regionally and nationally in a fiduciary capacity.
In financial planning, the work we do consists in evaluating the totality of a client's financial condition. The final product received by the client is a fifteen pages document that assesses their financial health in seven distinct areas starting with a net worth evaluation, a cash flow evaluation, an investment portfolio analysis, a retirement analysis, a review of the client's insurance situation and needs, their taxes and finally a review of their estate plans. We make recommendations in each of these sections and prioritize them. Once this work has been completed, the client will often ask us to implement our recommendations, particularly with respect to portfolio management and preparedness for retirement. This is where our portfolio management skills come into play.
In Portfolio Management Fleurus manages clients' assets along principles derived from our experience as a money manager for large institutions. Key among those are: 1) the importance of asset allocation as a key driver of performance, 2) the importance of cost minimization. Specifically, Fleurus generally favors investments in cost-efficient investment vehicles and, in the absence of significant market-moving events, limits its trading activity to the number of transactions necessary to achieve and maintain each client’s target asset allocation.