Individual Asset Management was formed with the mission to bring personalized, sophisticated, and independent investment management and financial planning services to individuals and small businesses.

Our clients trust us to help them meet their financial goals and to help their life savings grow. We take this responsibility seriously and highlight our commitment by adhering to the CFA Institute Code of Ethics.

Furthermore, we do everything we can to ensure that our interests are aligned with those of our clients: We do not sell investment products and we have no conflicts with investment banking concerns. Our investment management fee structure is based upon the size of a client’s account not on how much trading takes place in the account and we offer a performance-based fee structure where possible.

At IAM, we take a consultative rather than a sales-oriented approach with our clients. This attitude is apparent from the initial consultation where we discuss the prospective client’s financial goals and investment expectations and clearly explain IAM’s services and investment management philosophy. Only then can we decide together whether IAM’s services are a good fit for the prospective client’s needs.