I

Investment Management 911

Updated today

Client AUM

$14,100,000

Clients

23

Advisors

1

of 1 employees

About

Investment Management 911 serves individual and business clients, offering discretionary investment management along with development of a customized investment policy, periodic rebalancing, and financial planning as needed. Accounts are managed under an Investment Advisory Agreement that grants the firm authority to implement trades without prior client approval.

The firm implements diversified, asset‑allocation portfolios using primarily low‑cost, no‑load mutual funds and ETFs, with attention to tax‑efficient placement and minimizing investment costs. Its process blends fundamental, bottom‑up analysis with a particular emphasis on mutual fund managers’ tenure and performance in down markets, and it typically maintains a cash reserve for systematic purchases and opportunistic buying.

Noteworthy features compared with many peers include an explicit client base that includes businesses as well as individuals, routine provision of annual taxable gains/losses schedules and coordination with other advisors, and a stated practice of evaluating fund managers’ behavior during market stress. The firm does not participate in wrap fee programs, does not charge performance‑based fees, and generally retains discretion over proxy voting on behalf of clients who authorize it.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Tax-loss harvesting

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Fee options

Percentage

$50,000 - $99,000: 1.5% $100,000 - $249,000: 1.25% $250,000 - $499,000: 1.15% $500,000+: 1.00%

Other

Account minimum: $50,000

Main office

East Hanover NJ

Advisors at this office

1

Most active in

New Jersey

Also doing business as

Hosseini Nejad Mohammad · Investment Management 911

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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