Investment Management Firm

http://www.investmentmanagementclick.com Our goal is to continue to build a successful "boutique" investment advisory firm with a manageable, select number of account relationships. Thus, the bulk of our time is focused on the investment management process and providing outstanding client service. We want to develop close, personal and long-term relationships with our clients. These include small-to-medium sized pension and profit-sharing plans, high net-worth individuals, individual retirement accounts, foundations and trusts. Our business has grown almost exclusively through referrals from clients and long-standing professional relationships with accountants, trust and estate planning attorneys, bankers and stockbrokers.

Category:

Education

Tags:

• investment
• management
• firm