At IAM you will often hear about our SELECT approach to investing. But what is like to discover a new company that meets our criteria? If you’re curious, then this week’s Insight will be a special treat.
We would like to take you inside one of our recent Investment Committee meetings. Listen to learn some of our thought processes which led us to add a new company to the SELECT list, Occidental Petroleum (OXY).
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Successful investing requires discipline. At IAM, it takes discipline to choose stocks which meet our SELECT criteria. But how do we determine when to actually sell a stock for our clients? As you might imagine, there are many considerations.
In this week’s Insight, Rich Erwin and Leanne DeVey share some of the thinking that goes into making sell decisions. Listen and you might find a new appreciation for IAM’s “sell discipline”.
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Do you ever wonder what IAM sees in a SELECT List company’s corporate culture and strategy that gets us excited about its prospects? Leanne DeVey, IAM Security Analyst/Portfolio Manager, recently returned from visiting a company IAM has been investing in for a year now.
She asks the question: “What do trees, real estate, LCD screens, and food products have in common?” Leanne was visiting Rayonier, a forest products company. If you’d like to know the answer to this question and learn what IAM looks for in companies, listen to this podcast.
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Rich Erwin, President and Chief Investment Officer for IAM, talks about Fortune’s list of World’s Most Admired Companies and those IAM considers SELECT.
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Rich Erwin, President and Chief Investment Officer for IAM, discusses if bonds still have a place in individual portfolios.
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Rich Erwin, Chief Investment Officer and founder of IAM, explains changes made to equities on the S.E.L.E.C.T list.
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Rich Erwin, founder and Chief Investment Officer for IAM, explains his rationale for investment decisions when he trims equities in individual portfolios.
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Listen to Andy Sayers, Wealth Manager for IAM, discuss why you should have your estate plan reviewed.
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Listen to Chris Troseth, Senior Wealth Manager and Certified Financial Planner(tm) for IAM highlight what you should be accomplishing on your Financial Planning “To-Do” list this Fall.
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Rich Erwin, President of IAM discusses dividends and why they are important to an investors portfolio and how they can be viewed as a sign of confidence from a company to its shareholders.
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At IAM you will often hear about our SELECT approach to investing. But what is like to discover a new company that meets our criteria? If you’re curious, then this week’s Insight will be a special treat.
