Fleurus Investment Advisory

Experience
Integrity
Thoughtful Advice

 

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Welcome to Fleurus Investment Advisory, LLC

Fleurus Investment Advisory, LLC is a fee-only independent Registered Investment Adviser (RIA) dedicated to helping organizations and individuals achieve their long–term financial goals. We offer financial planning and money management services to individuals and organizations. Providing you with the best investment advice and guidance on how to achieve your long-term financial goals is what drives us.

What We Offer

Know How

As a result of our institutional money management experience.

Alignment of Interest

As a result of our transparent RIA business model.

Cost & Tax Efficiency

As a result of our extensive use of cost effective vehicles and generally low trading activity.

Recent Writings

Newsletter July 2019

In June, The Federal Reserve Bank (FED) came to the rescue of equity markets once again and propelled them to new highs. The S&P’s 500 rose by 7.05%. The Nasdaq Composite added 7.51% and the Russell 2000 (US Small Caps) 6.87%. It was more of the same with international markets. The S&P EPAC BMI (developed markets) rose 5.57%, emerging markets were up 6.24% (MSCI EM) and frontier markets a lesser 3.90%.

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Newsletter June 2019

A violent and unexpected setback in the trade negotiations between the US and China sent equities sharply down across the globe in May. The S&P’s 500 dropped 6.35%. The Nasdaq Composite swooned 7.79% while the Russell 2000 (US Small Caps) slumped 7.78%.

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Newsletter May 2019

April was another good month for equity investors! It seems as if the end of 2018 just a bad and now distant dream. The S&P’s 500 rose 4.05% in March. The Nasdaq Composite added 4.77% while the Russell 2000 (US Small Caps) ros 3.81%.

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