A complete list of active advisors currently associated with IEM Asset Management, LLC
Warmer can help you find a great advisor at IEM Asset Management, LLC or one who fits your needs even better.
IEM Asset Management, LLC is a state-registered, single-advisor investment adviser managing roughly $6.8 million for a small client base of mostly individual clients, including high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, financial planning, and consulting services. The firm emphasizes active, research-driven management with portfolios reviewed at least weekly (often daily) and rebalanced on a variable schedule tailored to client needs. Its investment process draws on fundamental, technical, quantitative and qualitative analysis and can employ options and limited margin (the firm discloses keeping margin usage to a small percentage of available capacity), alongside diversified allocations across equities, fixed income, mutual funds and ETFs. What distinguishes the firm from many peers is that it sponsors wrap-fee style programs and accepts performance-based fee arrangements (subject to eligibility such as a $1.5 million net worth or $750,000 under management), practices that are relatively rare among similar independent advisers. The firm is led by a principal with an advanced technical and R&D background who remains active in non-financial energy-efficiency work, and it discloses a hands-on, high-contact approach to client communication and account oversight.
To learn more about the advisors currently working at IEM Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Red Bank, NJ
| 22
|
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