First Long Island Investors

Who We Are

First Long Island Investors is a boutique wealth management firm founded on building lasting relationships and providing exceptional service to our clients. With over 40 years of experience, we've guided individuals, families, families, and institutions towards financial success through every market cycle. We believe in a personalized approach, treating each client like family and understanding their unique financial goals.

Our Philosophy

Our investment philosophy emphasizes a strategic asset allocation approach, aimed at generating positive returns while mitigating risk. We prioritize diversification across asset classes to achieve stability and navigate market volatility. Our experienced team utilizes fundamental research and empirical analysis to make informed investment decisions.

1. Strategic Asset Allocation

• Customized portfolios tailored to individual risk tolerance, goals, and liquidity needs
• Regular review and adjustments to maintain optimal portfolio performance
• Utilizing a diversified mix of asset classes to mitigate risk and enhance returns

2. Wealth Management

• Comprehensive financial planning and goal setting
• Regular account review and performance tracking
• Personalized guidance on estate planning, philanthropy, and tax efficiency

3. Investment Insights

• Access to regular market updates and financial insights from our experienced team
• Educational resources and tools to empower clients to make informed financial decisions
• Ongoing communication and personalized guidance through market fluctuations

4. Client-Centric Service

• Dedicated team of experienced professionals with a passion for client service
• Personalized attention from senior team members in all aspects of wealth management
• Responsive and proactive approach to client inquiries and requests

5. Transparency and Accountability

• Open communication and regular reporting on portfolio performance
• Comprehensive governance practices and adherence to industry regulations
• Investment decisions made with transparency and accountability

Our Team and Values

Our team comprises seasoned financial professionals with deep expertise in wealth management, investment research, and client servicing. We are driven by a shared passion for helping clients achieve financial security, protect their wealth, and pursue their aspirations.

Our Commitment

First Long Island Investors is committed to providing a personalized and comprehensive wealth management experience for every client. We value trust, integrity, and transparency in everything we do. Our success is measured by the success of our clients, and we are dedicated to exceeding expectations and exceeding industry standards.