Sloan Investment Management, LLC

Process

Our unique, proprietary investment strategy (see PMPM) is guided by a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of service, expertise, and integrity. We navigate the complex range of investment options for select high net worth individuals, families, non-profits, endowments, trusts, foundations, and corporate accounts.

We work with each of our clients to develop an in-depth assessment of their investment goals and tolerance for risk. Using this assessment, we design an investment allocation to achieve a defined return on investments while managing risk exposure to the appropriate level. We employ a proprietary tactical strategy that incorporates the most sophisticated thinking on the subject of portfolio management.

For more than 20 years, we have successfully implemented this highly customized management strategy for our clients.