Pursuit Wealth Management

Pursuit Wealth Management (dba Financial Investments Research & Management, LLC) provides discretionary investment management through its Asset Management Program to individuals, corporations or other business entities, trusts, estates and charitable organizations, and advises retirement accounts where it states it will act as an ERISA fiduciary when applicable. The firm reports approximately $35.5 million in discretionary assets under management and delivers ongoing portfolio management under written investment management agreements.

The firm implements a set of allocation strategies (Core Income, Managed Income, Income & Growth, Appreciation & Income and an Option Income Allocation) using cash, fixed income, equities, ETFs, mutual funds, unit investment trusts, variable annuity sub‑accounts and options to pursue income and growth objectives. Accounts are managed on a discretionary basis after gathering client financial information and suitability data, and clients may impose investment restrictions on their accounts.

Noteworthy features include the explicit use of options and option‑writing within its allocations—the Option Income Allocation is described as generating returns by selling option premiums—and the firm’s handling of variable annuity sub‑accounts through the custodian. The firm also operates formal Referral Advisor agreements that keep outside advisors involved in client onboarding and suitability determinations, and accepts a mix of corporate, charitable and retirement plan clients in addition to individual investors.