With there being so many avenues to get financial advice, what makes working with our team different? How will we add value?

Pension-Style Process
We sit with you to find out what needs to be done for you to be comfortable with your finances. We then translate that information into an Investment Policy Statement, formal guidelines that we must follow.

Discretionary Management
Removes the day-to-day decision making, helps take the emotion out of investing.

Comprehensive Financial Planning
In order to be a client of the Finucci Janitis Group, every family must go through an in-depth review of their financial situation. We then structure and prioritize your goals to create a custom game plan.

Asset Separation
When you have multiple goals and scattered strategies, we help you put everything in the right place, working together systematically.

Unique Opportunities
Depending on age and risk tolerance, we can provide clients with access to hedge funds, leverage strategies and alternative investments.

Our thorough and ongoing due diligence process ensures that we sort through all the details to get to the solutions and strategies that will work for you.

With over 100 years of team experience, we have managed money over many market cycles.

Our clients benefit from our privileged access to our professional network, from estate planning to private banking.

Finucci Janitis Allen (FJA) Group Proprietary Model
All discretionary clients have access to the FJA Model, a concentrated stock portfolio with a macro economic overlay.

An informed individual is a better investor, we strongly believe in providing education to help clients stay on track.

Clear Deliverables
As part of our wealth management process, every client gets a defined deliverables one-pager outlining return objectives and spending targets. This creates accountability and long term focus.

Our Blog
Our blog and newsletters provide timely insights to what we see happening in the market.

To maximize returns, we help you keep your investment costs and administration fees to a minimum. We also manage all of our accounts at an all inclusive flat cost, dependent on household assets.

Family Pricing
All generations in a family receive the same pricing, allowing the next generation to get access to preferred rates/services.

Defined Service Agreement
As part of Private Investment Management program, each family is provided with a detailed contact plan.