Archive for the ‘Press Release’ Category

Financial Investments Inc. (FII) Receives “Fantastic 50 Award” for a Third Year

Monday, May 3rd, 2010

FOR IMMEDIATE RELEASE Virginia Investment Firm Earns Prestigious Business Award for the Third Consecutive Year  

HERNDON, Va. May 3, 2010 The Virginia Chamber of Commerce has recently announced its 2010 “Fantastic 50″ list.  For the third year in a row,

Herndon, Va.-based Financial Investments, Inc. (FII) has been named one of the 50 fastest-growing companies in the commonwealth and was recognized at the 15th annual Virginia’s “Fantastic 50″ Banquet held on April 29th, 2010

This latest award for Washington, D.C.-area investment firm Financial Investments, Inc. (FII) may not be a surprise to president and CEO Craig Kendall, but that doesn’t mean it isn’t rewarding. In fact, Kendall says, he’s particularly proud of how his financial investments company has thrived amid one of the worst recessions in the nation’s history.

“To do what we’ve done in this economic climate makes this more special,” says Kendall. “Now, more than ever, our clients are putting their futures in our hands and trusting us to navigate this tricky financial climate, and this award just speaks to our results and our individualized customer attention.”

Virginia Chamber of Commerce honorees must be privately held, headquartered in Virginia, post annual revenues between $200,000 and $100 million, and demonstrate revenue growth and positive net income in each of the last four years. FII posted a total growth of 522% from 2005 to 2008, which averages out to nearly 58% annual growth.

Awards and recognition are nothing new for FII. In addition to its latest selection to the “Fantastic 50″ list, the Virginia investment firm has twice been honored by Inc. magazine with a selection to its 500|5000 list recognizing the fastest growing, privately-held companies in the United States.

FII has also been celebrated for its continued charitable endeavors in and around the Washington, D.C. metro area, including a second-straight top 10 ranking in the Washington Business Journal’s “Corporate Philanthropists” rankings. Kendall says this latest honor speaks to the continued hard work of FII’s small, but dedicated staff.

“I’m impressed each and every day with the hard work our employees put in,” says Kendall. “The commonwealth of Virginia’s pro-business attitude has been a big help, and this recognition is really a testament to our employees and what they do for our clients.”

Founded in 1997, FII is a registered investment management firm whose principal alternative investment programs consist of alternative investment products dealing with commodities, futures, equities, and equity indexes. The financial consulting company specializes in an alternative investment strategy that targets “Absolute Returns in an Uncommon Market.”

As many of their competitors struggled, FII continued to earn an excellent reputation among its institutional and high net worth clients. FII and related entity FCI features approximately 300 institutional and individual clients located in 42 states and 15 countries.

For more information about Financial Investments, Inc., please visit www.Financialii.com

 

About Financial Investments, Inc.: Financial Investments, Inc. (FII) evolved from the original accounting firm of Kendall & Company, CPA’s, and is a registered investment management firm whose principal alternative investment programs consists of alternative investment products dealing with commodities, futures, equities, and equity indexes. Founded in 1997, FII and related entity FCI serve approximately 300 institutional and individual clients located in 42 states and 15 countries. The Herndon, Va.-based financial consultation and retirement planning firm has twice been selected to the Inc. 500|5000 list by Inc. magazine and to the Virginia Chamber of Commerce “Fantastic 50″ list of the state’s fastest growing companies.

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One of D.C. Area’s Top Corporate Philanthropists

Tuesday, February 23rd, 2010

 

FOR IMMEDIATE RELEASE

Asset Management and Investment Strategy Firm Recognized as One of D.C. Area’s Top Corporate Philanthropists

Washington Business Journal names Financial Investments, Inc. (FII) its 7th most generous Washington, D.C. area business.

Washington, D.C. / Craig Kendall is the president and CEO of a multi-million dollar asset management and investment strategy firm in Herndon, Va. In the last two years, he’s helped lead his company, Financial Investments, Inc. (FII), through one of the worst recessions in the last century and has earned numerous awards for the remarkable growth FII has achieved despite the tough economic climate.

 

When the Washington Business Journal named FII its 7th most generous Washington, D.C., business, however, Kendall says the honor trumped all the others.

“Giving back to the community has always been very important to us here,” says Kendall. “We are fortunate that our business continues to do well, and one of our stated missions here is for our employees and our company to really give back to the community both in terms of service and monetary contributions.”

This is the second straight year FII has made it into the top ten on the business publication’s esteemed “Corporate Philanthropists” rankings. The WBJ ranks D.C. metro area businesses in terms of local giving as a percentage of total revenue. Even in a difficult financial climate, the financial consulting company continues to work with nearly a dozen charities and non-profits, including the D.C. Central Kitchen, the Arts Council of Fairfax, and the American Heart Association.

“It’s easy to put the blinders on and focus on what goes on within your company’s four walls when times get tough,” says Kendall. “As a result, it’s been a difficult period for charities and non-profits. We know that. But we’ve never wavered from our commitment to the community, and that’s something I take a lot of pride in.”

Founded in 1997, FII is a registered investment management firm whose principal alternative investment programs consist of alternative investment products dealing with commodities, futures, equities, and equity indexes. The financial consulting company specializes in an alternative investment strategy that targets “Absolute Returns in an Uncommon Market.” As many of their competitors struggled, FII continued to earn an excellent reputation among its institutional and high net worth clients. FII and related entity FCI features approximately 300 institutional and individual clients located in 42 states and 15 countries, which demonstrates FII’s success as both a domestic financial consulting company and a trusted foreign investment firm.

Risk Discosure: There are substantial risks involved in trading options on futures and equities. The high degree of leverage that is often obtainable in options trading can work against you as well as for you. The volatile nature of the futures and high degree of leverage used in options may result in clients losing more than their original investment. Please consider carefully whether options are appropriate to your financial situation. Only risk capital should be used when trading options on futures and equities. Past results are not necessarily indicative or a guarantee of future results. Futures/options products are not suitable for all individuals.

For more information about Financial Investments, Inc., please visit www.Financialii.com.

About Financial Investments, Inc.: Financial Investments, Inc. (FII) evolved from the original accounting firm of Kendall & Company, CPA’s, and is a registered investment management firm whose principal alternative investment programs consists of alternative investment products dealing with commodities, futures, equities, and equity indexes. Founded in 1997, FII and related entity FCI serves approxemately 300 institutional and individual clients located in 42 states and 15 countries. The Herndon, Va. based financial consultation and retirement planning firm has twice been selected to the Inc. 500|5000 list by Inc. magazine and to the Virginia Chamber of Commerce ‘Fantastic 50’ list of the state’s fastest growing companies.

Contact:

Craig Kendall

Email:  ckendall@financialii.com

Phone:  (703) 435.2777

Web:  www.FinancialII.com

This press release was written by PRNewsChannel.com

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FII CEO on Leadership Radio

Wednesday, February 10th, 2010

 

D.C. Financial Consultation Firm CEO Appears on Leadership Radio Broadcast

Craig Kendall, CEO of Financial Investments, Inc. (FII), discusses his leadership philosophy on the “Leaders Portfolio” radio show in Washington, D.C.

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Washington, D.C. /Finding uncommon business success during an uncommon recession has given Craig Kendall a stage to share his insights into leadership with a Washington, D.C. business radio show. Kendall has seen his Virginia investment management firm grow more than 50% per year for the last five years.

As the president and CEO of Financial Investments, Inc. (FII) and its related entity Financial Commodity Investments (FCI), Kendall was acknowledged for his leadership skills during an in-depth interview featured on “Leaders Portfolio,” www.leadersportfolio.com a leadership interview show broadcasting in the Washington, D.C. area. The show focuses on CEOs who have demonstrated success in their field, and has featured guests like AOL Vice Chairman Emeritus Ted Leonsis, and MyBizHomepage.com President and CEO Peter Justen.

“The list of leaders and visionaries who have been on this show before me is truly humbling,” says Kendall. “But our leadership goes beyond the boardroom. I take pride in the fact we all share a common drive to build our businesses and give back to our metro area communities at the same time.”

The interview aired on WWRC 1260AM www.money1260.com on Wednesday, February 10th at 11am, and discussed the leadership styles, thoughts, and ideas that have helped Kendall build his financial consulting company into a two-time Inc. magazine honoree as one of the fastest-growing privately held companies in the country.

One example of that remarkable growth is in the investment management company’s wide client base. FII and related entity FCI features more than 300 institutional and individual clients located in 42 states and 15 countries, which demonstrates FII’s success as both a domestic financial consulting company and a trusted foreign investment firm.

“This is the kind of recognition that may focus on one person specifically, but it’s really the result of the hard work of all of our employees,” says Kendall. “We’re obviously doing something right at FII to receive the accolades we have. I think I can speak for the entire company when I say we’re just excited to carry the momentum of 2009 into an even stronger 2010.

Leaders Portfolio is an interview show offered online and on the radio featuring in-studio interviews with business leaders focused on leadership and their company story.

Click here now to listen to the interview…

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FII Press Announcement

Tuesday, February 2nd, 2010

 

Financial Consulting and Investment Strategy Firm Celebrates Successful 2009,

Eyes Even Stronger 2010

(PRNewsChannel) / February 01, 2010 / Washington, D.C. / Instead of hoping to forget about the previous year and starting 2010 with a clean slate, Financial Investments, Inc. (FII) is looking to continue its momentum from a remarkable 2009, the financial consulting company announced today. The Washington, D.C. area investment firm is celebrating a decorated past year that saw recognition from Inc. magazine, the Virginia Chamber of Commerce, and Virginia Business Magazine.

Right-click here to download pictures. To help protect your privacy, Outlook prevented automatic download of this picture from the Internet. Barclay3Founded in 1997, FII is a registered investment management firm whose principal alternative investment programs consist of alternative investment products dealing with commodities, futures, equities, and equity indexes. The financial consulting company specializes in an alternative investment strategy that targets “Absolute Returns in an Uncommon Market.”   As many of their competitors struggled, FII continued to earn an excellent reputation among its institutional and high net worth clients.”Our entities would not have had the year we had without the hard work and the dedication of our employees,” says Kendall. “They’re as passionate about delivering to our customers and clients the best in products and services. This has allowed us to deliver good returns for our clients, and has enabled us to grow as a specialized Alternative Investment firm.”

One example of that remarkable growth is in the investment management company’s wide client base. FII and related entity FCI features approximately 300 institutional and individual clients located in 42 states and 15 countries, which demonstrates FII’s success as both a domestic financial consulting company and a trusted foreign investment firm.

In 2009, the financial consulting company had one product that generated a remarkable 39% return after fees, and a second product that produced a strong 29% return. For the month of January, each of their products were up 5.2% and 1.2% respectively. (Past performance is no indication of future results.)  These results would be extraordinary in any economy, let alone one of the worst recessions of the last 75 years.

“When businesses across the country are laying people off, we’re hiring additional people,” says Kendall. “Basically, we’re taking our success and reinvesting back into the company so as to further enhance our products and services so that we can make our relations with existing and future customers even better.”

Risk Disclosure: There are substantial risks involved in trading options on futures and equities. The high degree of leverage that is often obtainable in options trading can work against you as well as for you. The volatile nature of the futures and high degree of leverage used in options may result in clients losing more than their original investment. Please consider carefully whether options are appropriate to your financial situation. Only risk capital should be used when trading options on futures and equities. Past results are not necessarily indicative or a guarantee of future results. Futures/options products are not suitable for all individuals.

For more information about Financial Investments, Inc., please visit www.Financialii.com.
About Financial Investments, Inc.: Financial Investments, Inc. (FII) evolved from the original accounting firm of Kendall & Company, CPA’s, and is a registered investment management firm whose principal alternative investment programs consists of alternative investment products dealing with commodities, futures, equities, and equity indexes. Founded in 1997, FII and related entity FCI serves approximately 300 institutional and individual clients located in 42 states and 15 countries. The Herndon, Va. based financial consultation and retirement planning firm has twice been selected to the Inc. 500|5000 list by Inc. magazine and to the Virginia Chamber of Commerce ‘Fantastic 50′ list of the state’s fastest growing companies.
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FCI – Continues 2009 with Positive Returns

Thursday, December 3rd, 2009

WASHINGTON DC – December 3, 2009 - Financial Commodity Investments, (FCI), a registered Commodity Trading Advisor (CTA), announced today that it is reporting positive returns with their FCI programs.

Returns with each program for the month of November, 2009 and YTD  are as follows:

FCI-Option Selling Strategy (OSS) 4.8%

FCI-Credit Premium Program (CPP) 3.6%

(Past performance is no indication of future results. Returns are net of all fees)

In comparison, the S&P was positve 4% for the month of November and is now a positive 18% for the year. Here at FCI, we continue to be amazed at the recovery of the equity markets in such a short period of time.

Are we in another “Bubble”?

If you take a current snapshot of the equity and commodity markets, you will be amazed at the recovery and the current values that exist today, especially when comparing to this time last year and the future outlook. The equity market has recognized 175% improvement in values within the last six months. A precious commodity such as Gold has now almost doubled in price within the last year alone.

To help us keep this in perspective, our equity markets are now valued with a higher price earnings ratio (P/E ratio) than at this time last year. And it was this time a year ago, when the equity markets had a 50% decrease in value. (Is America’s corporate enterprises really worth more now and are they really going to generate even greater and faster future earnings than they did in the past few years? ) If we are truly going to have outstanding and sustaining future growth, then maybe the current valuations of corporate America is justified. Yet with all the financial deleveraging that has and continues to take place, we believe that future growth will be much lower. With slower growth, you will have slower earnings and valuations are based on future earnings and growth. And so all we are saying is “Buyer beware”.

Valuations today may be unrealistic in relation to realizations of future earnings and valuations.

Gold during the 1980’s went from $400 to $800 an ounce, and then only to subsequently retreat back to $300.

Real estate from 2004 to 2007 had its greatest price appreciation in the shortest period of time. We all know what has happened subsequently to the great run and investments in real estate. Remember when everyone said real estate was a good investment and would not do down in value.

We are not inferring that all values are going to crash and burn; we are trying to illustrate that “Bubbles” do exist from time to time, and there also is a good trend and predictability to what happens subsequently when “Bubbles” in valuations do exist.

These are certainly “Uncommon Markets”. Investing wisely and investing with positive “Alpha” seems to be a good strategy as equities and commodities move into uncommon territories.

Positive Multiple Year Annualized Returns with the FCI Program

The FCI-OSS program has generated a positive annualized yearly return of 21% for the five years ending November, 2009, and the FCI-CPP program has generated a positive annualized yearly return of 24% since inception. Yet the equity markets have a negative annualized return of 8% for the three years ending October, 2009. How have we done this? One might think our results are directly related to rising values in the equity and commodity markets. They Are Not. Our strategy of “Absolute Returns” aims to make money for our investors irrespective of the direction of the equity and/or the commodity markets. Our predominate strategy is to sell short term dated options. The majority of investors purchase options to hedge their underlying positions. This bias towards buying options, rather than selling them, inflates the price of options in comparison to their theoretical value. One can take advantage of this pricing disparity and, as a result, can generate potentially consistent positive returns with little or no correlation to the markets.

Note: A buyer of options does limit his risk to the amount of the investment in the option. The writer, or seller of options, takes on unlimited risk. There is no limit on how large the loss can be. Losses can and will be the amount that the option is “in-the-money” at the time of expiration, should the option actually expire in the money.

The FCI programs execute our strategies only in liquid markets, such as the grains, the currencies, and the energies commodity markets. Additionally, we enter into contracts where there is sufficient volume and liquidity, such that our contracts are not a significant portion of the total open interest at a certain strike price.

About Financial Commodity Investments (FCI): FCI and its related entity, FII, is a unique, customer-driven, results-oriented registered investment management firm. FII is devoted to providing the highest levels of customer service to its valuable clients. FCI has consistently exceeded the S&P 500 over the last three years and is focused on providing its clients unique alternative investment options. (Past performance is no indication of future results.)

To learn more about Financial Investments, Inc. (FII) and Financial Commodity Investments (FCI), visit www.financialii.com and/or www.financialcii.com or call 703 435-2777.

FCI is a commodity trading advisor (CTA) service registered with the Commodity Futures Trading Commission (CFTC). FCI executes investment strategies on behalf of an investor directly in the investor’s own account. FCI trades options in a diversified range of commodities including energies, grains, softs, metals, and financial commodities. FCI is open to non accredited investors with a minimum of $50,000. Participants in FCI have unlimited risk. You can learn more about FCI at www.financialcii.com

Risk Disclosure

There are substantial risks involved in trading options on futures and equities. The high degree of leverage that is often obtainable in options trading can work against you as well as for you. The volatile nature of the futures and high degree of leverage used in options may result in clients losing more than their original investment. Please consider carefully whether options are appropriate to your financial situation. Only risk capital should be used when trading options on futures and equities. Past results are not necessarily indicative or a guarantee of future results. Security futures/options products are not suitable for all individuals.

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