Financial Planning. Socially Responsible Investing.
IAM, Investors Asset Management, offers investment management and financial planning services to individuals and organizations throughout the U.S. on a fee-only basis. We apply a socially responsible investing (SRI) approach to security selection and portfolio management. We refer to our work as “ethical investing” and use a S.E.L.E.C.T. methodology developed over several decades to meet quality standards. Our composite investment performance is available for Growth, Income, and Balanced portfolios.
IAM’s financial planning team provides highly-personalized service on a comprehensive or need-specific basis. At Investors Asset Management, we strive to understand your most important goals and team with you in finding ways to achieve them. Please contact us at our Plano, Texas office (in the Dallas area) at any time to ask questions or discuss your personal needs. We look forward to helping you.