Princeton Investment Management Company

The firm provides traditional investment management to individuals, trusts, estates, charitable organizations and retirement accounts, typically managing balanced stock-and-bond portfolios while occasionally serving as sole equity manager. It operates with a small client base and generally does not solicit new clients, accepting new relationships mainly when they are related to existing clients.

Investment decisions are grounded in fundamental, value-oriented analysis with attention to balance sheets, leverage and financial ratios; the manager follows a long-term, low-turnover approach and seeks to minimize taxes for taxable clients. Asset allocation is implemented through mutually agreed narrow bands (generally about 10 percentage points), and the firm does not employ market timing or technical analysis.

A distinctive feature is that most assets are managed non-discretionarily — as of December 31, 2025 the firm reported about $111.8 million under management, with roughly $26.5 million discretionary and $85.3 million non-discretionary — and discretionary trades are typically executed before non-discretionary ones. The firm is a long-established, small two-person practice that relies on custodian-provided research and related soft-dollar benefits, does not vote client proxies, and provides quarterly written portfolio reviews and year-end tax-lot reporting.