FINANCIAL INVESTMENT TEAM ("FIT")

Overview

Financial Investment Team ("Fit") is an independent, corporation-structured RIA that focuses on individual and family clients. Registered with the SEC in 2018 and owned by an individual, the firm delivers financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and runs educational seminars and workshops. Its fee model combines a percentage-of-AUM component with hourly charges. Investment activity is centered on equity exposure. The firm reports a clear preference for equities and uses exchange-traded instruments as its primary building blocks. Portfolio delivery appears to lean on separately managed account (SMA) structures and custodied brokerage strategies, with liquid, tradable instruments forming the core of client portfolios. Fit does not act as a capital allocator; when it accesses less liquid strategies it does so through third-party managers. Fit is not positioned as an ESG-focused manager and is not listed as a multi-state adviser on its filing. Its industry affiliation includes accounting professionals, which supports its financial planning and tax-aware portfolio work.

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