INstitutional Investors

WHAT WE DO

At Financial Investment, Inc. (FII) we value our institutional investors and make every effort to serve their unique investment requirements. Leveraging our success with our retail clients, our institutional practice has proved equally successful. We use proven investment strategies to achieve sustainable positive returns over the long term. Our principles for risk management are solid and sound respecting our clients’ needs.  We provide personalized attention to our institutional investors as well as customized reporting. For those looking to enhance returns without increasing capital risk with alternative investments, FII is good fit in allocating a portion of your diversified portfolio.

A PARTNER YOU CAN COUNT ON

Returns: Consistently positive irrespective of market volatility

• 3-year annualized returns for Financial Commodity Investments (FCI): +22%; for Financial Investments, LP (FILP): +18%
• Executing investment strategies that have little or no correlation to markets

Risk-management: Solid practices with clients’ needs in mind

• Pro-active monitoring and management of investments in relation to risk, return, capital requirements, and market directions and policies in place to adjust as needed
• Conservative money exposure guidelines in place

Reliability and Responsiveness: Respecting our clients’ business

• Highly seasoned, experienced, competent and professional staff proactively managing the day to day investments
• Timely, accurate, and thorough reporting to investors
• FII has successfully completed compliance audits by NFA and in full compliance with FINRA filing requirements
• FII is approved by outside independent trust reporting agencies; Millenium Trust, FISERV

Reputation: Proud to be a well-respected investment firm

• Established relationships with major FCMs and B/D firms: i.e. Goldman Sachs (GS), MF Global, PFG, Vision, Alaron, BrokersXpress
• Ongoing established relationships and referral program with major Introducing Brokerage (IB) firms throughout the country
• FII was finalist for “ 2007 Virginia Small Business Success Story of the Year”
• FII was awarded “Fantastic 50” award from the state of Virginia.

INVESTMENT STRATEGIES

• Utilize derivative contracts that statistically have a 80% or greater profitable contract win rate
• Utilize hedge strategies to manage risk and minimize losses
• Delta Neutral Strategy – Allowing for positive returns irrespective of market direction
• Utilize Treasury bill investments to enhance returns without increasing capital requirements
• Targeting consistent absolute returns