Wealth Management

Expert Knowledge

♦ EXPERIENCE COUNTS ♦

The core investment philosophy for Investors Asset Management™ is growth at a reasonable price.  After analyzing a client’s goals and risk tolerance, a portfolio is then constructed using an appropriate allocation mix of stocks, bonds and cash.  Once a client relationship is established, our team of professional advisors initiates the ongoing process by:

  • Conducting an initial analysis to evaluate the overall situation
  • Preparing quarterly reviews which reflect portfolio positioning and performance
  • Providing periodic analysis of cash flows and retirement planning services
  • Permitting the client to have a direct relationship with the portfolio manager and advisor

Client privacy is paramount and our strength lies in consistency of applying our core strategy over the long term.

MISSION STATEMENT

It is the mission of Investors Asset Management™ to build long term, personal relationships with our clients while managing accounts based on time-tested investment principles. Integrity and service are of utmost importance as we build and manage wealth for our clients through all market conditions.