A complete list of active advisors currently associated with Fleurus Investment Advisory, LLC

Warmer can help you find a great advisor at Fleurus Investment Advisory, LLC or one who fits your needs even better.

Fleurus Investment Advisory provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. Its recommendations span mutual funds, fixed income, equities, ETFs (including gold and other precious-metal ETFs), Treasury inflation-protected bonds, commodities, and non-U.S. securities. The firm documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis while operating under a fiduciary standard. Investment implementation favors index mutual funds and ETFs within a long-term trading framework and draws on charting, fundamental and quantitative analysis as well as modern portfolio theory. A distinctive element of the firm’s client mix is its work with charitable organizations, an uncommon client type among similarly structured independent advisers, which can affect liquidity and allocation choices. Operationally, the firm conducts at least monthly reviews, does not aggregate trades across client accounts, and uses an institutional custodian for trade execution and custody.

To learn more about the advisors currently working at Fleurus Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jean Francis Lopez De Valdivia	Weston, CT	12

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