Independent Investors Inc

Independent Investors, Inc. provides portfolio management services, primarily on a discretionary basis, to individuals (including both high-net-worth and non-high-net-worth clients), trusts, charitable foundations and corporations. The firm emphasizes customized portfolios and works with clients on preferences for asset types, sector weightings and specific company restrictions.

Investment decisions are guided mainly by fundamental analysis while also using outside research, technical inputs and regular review of corporate developments; the firm favors a long-term, diversified approach but will employ short-term trades and selective private placements for clients with appropriate time horizons and approval. Independent Investors charges clients advisory fees as a percentage of assets under management and implements accounts under written discretionary agreements when authorized.

Noteworthy features relative to peers include a relatively large asset base managed by a small investment team, producing an unusually high AUM per portfolio manager for a firm of this type. The firm’s client mix includes charitable organizations and a range of individual investors, it does not act as an adviser to private funds, and senior officers sometimes serve as trustees or executors for clients—practices that carry operational implications such as annual surprise custody examinations.