Sloan Investment Management, LLC

Results-Oriented Planning

“A financial plan is only as good as the investment results.” – Frank Sloan

Most advisors focus solely on developing a good plan. After all of the work to give you peace of mind and show you financial forecasts, back-testing, hypothetical situations, and Monte Carlo analysis we don’t just put your portfolio on auto-pilot.

Your portfolio’s performance directly impacts your ability to achieve your goals. At Sloan, we have a long history of providing superior investment returns with our unique, proprietary investment strategy, Post Modern Portfolio Management.