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First Long Island Investors is a wealth management company dedicated to providing individualized advice and counseling in the preservation, growth, and administration of liquid and illiquid wealth for high-net-worth individuals, families, and select institutions. We strive to provide our clients with sound advice, best-in-class service, and an unparalleled level of trust. As a First Long Island client you will have the peace of mind knowing your wealth is in the right place. Since our founding in 1983, First Long Island Investors has maintained its integrity and stellar reputation, which includes our principals always investing alongside our clients. In addition to giving our clients sound investment advice, our team provides family office services for clients who need them. We oversee approximately $1.5 billion dollars in assets. We are a proud member of the Long Island community and give back by serving in key roles on the boards of many local charitable organizations Past performance is no guarantee of future results, and the past performance of any accounts or partnerships managed by FLI should not be considered indicative of the future performance.
Strategic Investment Group®, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as our clients` investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management expertise that clients need to meet their investment goals. Depending on a client`s needs and preferences, Strategic can orchestrate the management of an entire portfolio comprising multiple asset classes, focus on specific asset classes, such as alternatives (e.g., hedge funds, real estate, and/or private equity) or international investments, or manage strategies with high potential for adding value (e.g., portable alpha through investor-friendly turnkey structures). Customized liability-driven investing (LDI) solutions, whether through an integrated total portfolio approach or a targeted long-duration strategy, are also available, as are solutions that address mission-related investment objectives. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Our mission is to empower investors through experience, innovation, and excellence.
Templeton/Franklin Investment Services Inc is a Saint Petersburg, FL-based company in the Financial Services sector.
Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets.
Transformational Real Estate Development Invest in a better future. We are led by industry veterans with a track record of success. $12B Assets developed 25 Cities invested in 200M Square Feet Delivered