Sloan Investment Management, LLC

Global
Tactical
Opportunistic

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Expertise

Results Oriented Financial
Planning

Results Oriented Financial Planning

A financial plan is only as good as its investment returns
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Proprietary Investment Methodology

Proprietary Investment Methodology

The success of our strategy is predicated on implementing our proprietary investment methodology
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Proven
Process

Proven Process

Our 20+ year history of achieving superior long-term returns is accomplished through our unique investment process
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Tax-Efficient Investment Management

Tax Efficient Investment Management

Ongoing tax optimization is a key focus of our investment strategy
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Financial Planning

Guidance to help you define and reach your long-term investment goals.

Through our comprehensive process, we establish a customized long-term plan for each client that is achieved by a proven investment strategy. Our team works with you to understand your unique long-term goals so that a prudent financial plan can be created and implemented. Our proprietary investment strategy has been a critical foundation of our clients’ successful financial plans.

Investment Management

Customized investment strategies to help grow your wealth while prudently managing risk.

We construct portfolios that focus on growth of capital and investment income depending on global market conditions and the client’s particular situation. The select families, non-profits, and institutions that trust us with their irreplaceable wealth benefit from our expertise in identifying global trends and proactively positioning client portfolios to achieve optimal risk adjusted returns.

“Twenty years ago, we recognized global markets were rapidly evolving into a more interconnected economy, a post modern economy. This globalization is a phenomenon that necessitates changing the traditional methods of assessing risk and investing capital.”

Frank Sloan

Managing Partner

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