Emerson Investment Management

Personal and private by design, Emerson is an independent firm focused on providing balanced wealth management for clients seeking financial independence and a rewarding retirement. We seek to achieve this through a combination of planning and innovative investing – all tailored to our client’s individual needs and goals.

Why should Emerson Investment Management be your wealth advisor?

Among the reasons to consider Emerson:

• Our singular focus is wealth management

  This singular purpose allows us to work for you and with you on achieving your goals. It allows for a client partnership that is open, collaborative and transparent.

• We are an independent, fee-based advisor

  Because we are exclusively fee-based, we receive no commissions or third party revenue tied to our recommendations and investments. Our fiduciary responsibility is clear and evident - we act solely in the best interest of our clients.

• You have direct contact with senior management

  Emerson’s clients have direct and personal access to our senior advisors and client service team members.

• We believe in a balanced approach to investing

  Emerson is a pioneer in complete balanced investment management, a philosophy which guides our investment strategy. We create portfolios designed to achieve optimal returns for the long-term, while limiting risk for our clients.

• You receive a higher level of attention

  Our clients experience a hands-on and personal level of service. ‘Invested in You’ is how we describe our client service philosophy. We are known for listening to clients and responding quickly to their needs and requests.

Thanks for visiting us. If you'd like to meet in person and learn more about how we invest in relationships, we invite you to get in touch.