"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case."
- Robert G. Allen

Asset Management & Financial Advisory

Asset Management & Financial Advisory

Our goal in FIG is to grow our client's portfolio over time while mitigating risk. The systematic approach that we follow to the governance and realization of value from the asset classes that a group or entity is responsible for, over their whole life cycles by utilizing our expert portfolio managers, as well as access to internal, detailed equity research studies. Our asset management is a systematic process of developing, operating, maintaining, upgrading, and disposing of assets in the most cost-effective manner (including all costs, risks and performance attributes). Our approach consists of determining what investments to make, or avoid, that will grow our client's portfolio. We conduct rigorous research utilizing both macro and micro analytical tools. This includes statistical analysis of the prevailing market trends and anything else that would aid in achieving the stated goal of our client asset appreciation.
    A world of investment options:

        • Over 3 distinctive owned funds
        • Large selection of US shares, growing all the time
        • Money Market and exchange-traded funds (ETFs)
        • Tailored Investment solutions from our experts

Asset Management in addition to being the core business of "FIG", is considered the core strength of our business model. Our capable asset managers may well be the most valuable investment service to you.

The company manages diversified portfolios differing in their time horizons, expected return and risk tolerance .

In addition to the Managed Portfolios, First Investment Group tailors investment solutions to clients based on their unique profile and Investment needs.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW

Investments in managed accounts should be considered in view of a larger more diversified investment portfolio. Read terms & conditions and related Risks of the Managed Portfolios carefully.

Financial Advisory

"FIG" is committed to providing its clients with prudent advice and dedicated service to help them determine their investment goals while also ensuring that these goals are reasonably achievable.

Thorough analysis of the client’s financial and demographic factors is conducted to decide upon the most appropriate diversified financial plan that best suits the client’s investment objectives, liquidity needs, investment horizon, and risk tolerance. Periodic reviews are also undertaken to check for any misalignment and/or changes in the client’s situation. If any such deviation is found, the strategies and goals in the financial plan are revised accordingly.Your account will be reviewed regularly with you.