Asset Management

Since past asset class performance is not a guarantee of future performance, in our opinion, well-crafted investment strategies must not only acknowledge that future market movements are uncertain, they should plan for it!

Our asset allocation philosophy considers your risk tolerance, time horizon, liquidity needs, investment objective(s), and investment experience before we make a portfolio recommendation. We offer a variety of options as well as personalized portfolios to fit your needs.

We use a robust online tool to help our clients find their personal risk number. Your risk number is unique to you and is one of the biggest factors in determining an asset allocation for a client. The higher the number, the more comfortable you are taking on risk in pursuit of financial independence.

Click the button below to take our free Risk Analysis.

Free Portfolio Risk Analysis

FNL Managed Accounts*

Model portfolios professionally designed and managed by our in-house team.

Custom Portfolios

A custom-designed portfolio built and managed just for you by our in-house team or one of our preferred third-party strategists.

*FNL Accounts are managed by Prime Capital Investment Advisors, LLC (“PCIA”)

Financial Network Limited - 26 Cherry Street - Milford, CT 06460

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Network Limited makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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