First Long Island Investors

Overview

First Long Island Investors is a boutique wealth management firm with over 40 years of experience, overseeing approximately $2.1 billion in assets under management as of December 31, 2024. The firm specializes in providing comprehensive wealth planning services, including asset allocation, estate planning, and advisory services, to high-net-worth individuals, families, select institutions, and philanthropic organizations. As fiduciaries, they are legally and ethically committed to acting in clients' best interests, ensuring that every recommendation aligns with long-term goals and values. The firm's investment strategy focuses on a diversified approach designed to yield positive returns after inflation while reducing risk and volatility. They take a long-term approach to investing and wealth management, with the goal of preserving and growing each client's net worth. The minimum commitment for new clients is $5 million. Their founders lead investment committees overseeing in excess of $15 billion of charitable institution assets. First Long Island Investors is an employee-controlled firm, emphasizing trust, service, and performance. They offer personalized support and direct access to senior professionals, building strong partnerships to provide tailored investment strategies and family office solutions. Their holistic financial planning includes customized portfolio construction, risk management, tax-efficient investing, philanthropic planning, and estate and legacy planning, helping clients achieve lasting financial security and a fulfilling life.