FIORI FINANCIAL GROUP

Overview

Fiori Financial Group is an independent registered investment adviser that manages client portfolios across individual, family and institutional relationships. The firm serves as a capital allocator, combining direct equity exposure with external alternative fund allocations and fixed-income solutions. Its advisory services emphasize discretionary portfolio management for individuals and small businesses, institutional portfolio services, and pension consulting. Fee arrangements mix percentage-of-assets and fixed-fee engagements. Investment activity shows a clear preference for public equities—both individual stocks and ETFs—supplemented by targeted allocations to private-market strategies and other alternatives. The firm does not position itself as an active ESG investor, and its structure supports a mix of bespoke managed accounts and pooled-solution exposures depending on client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices