Sloan Investment Management, LLC

About Us

Sloan Investment Management is an independent investment firm focused on growing our client’s customized investment portfolios under ever changing global market conditions. The select families, non-profits, and institutions that trust us with their irreplaceable wealth benefit from our unique expertise in identifying global trends and having the conviction to participate.

 

Minimum Relationship Size – $2 million

Our Philosophy

“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