IAM’s signature service is professional portfolio management. As registered investment advisors, we assist individuals in the careful investment of their personal, trust, IRA, Rollover IRA, Roth IRA, 401(k), and variable annuity assets. Additionally, we frequently work with non-profit organizations, such as churches, in security selection and management.
Securities utilized in accounts include stocks, government bonds, corporate bonds, municipal bonds, convertible bonds, and mutual funds. We have years of experience in dividend-paying stocks and in growth-oriented equities. Securities are chosen using the IAM S.E.L.E.C.T. methodology unique to our organization. We focus on high quality investments using unique principles related to socially-responsible investing and ethical investing.
Our approach uses a selection process focused on six key elements found in the S.E.L.E.C.T. acronym. They include the following factors or constituencies:
- S – shareholders
- E – environment
- L – leadership
- E – employees
- C – customers
- T – time
We carefully research how companies perform in these categories and then determine an attractive entry price. The net result is our IAM S.E.L.E.C.T. LIST of carefully vetted companies with strong long-term investment characteristics.
We publish composite performance reports for Growth, Balanced, and Income portfolios on this website.
