A complete list of active advisors currently associated with Independent Investors Inc

Warmer can help you find a great advisor at Independent Investors Inc or one who fits your needs even better.

Independent Investors, Inc. provides portfolio management services primarily on a discretionary basis to individuals, high-net-worth individuals, trusts, charitable foundations and corporations. The firm is managed by two portfolio managers and, per its brochure, oversees roughly $600.6 million in client assets, most of which is discretionary. The firm emphasizes fundamental analysis supplemented by outside research sources and technical analysis, and seeks to construct diversified portfolios tailored to client preferences for asset type, sector allocation and specific company restrictions. Independent Investors takes a long-term view as its primary strategy while allowing for opportunistic short-term trading and, for appropriate clients, may consider private placements only with client approval. What distinguishes the firm from many peers is its large asset base relative to the number of portfolio managers, producing an unusually high AUM-per-advisor profile. The brochure also notes the firm’s family ownership and internal succession planning and discloses that senior officers sometimes serve in fiduciary roles (trustee, executor, power of attorney) for clients, resulting in annual independent surprise examinations for accounts where the firm is deemed to have custody; the brochure does not describe a separate financial planning offering.

To learn more about the advisors currently working at Independent Investors Inc, 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.