Why Us?

Introduction to Emerson

Emerson Investment Management has been providing customized wealth planning and advice and investment management for successful families and small institutions since 1985.  Our clients benefit from a coordinated wealth plan, estate plan and investment portfolio, a smart approach to taxes and a voice in how it is done.

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 globally balanced investing - with an emphasis on dividends Emerson has managed globally balanced portfolios since 1985. We create diversified portfolios designed to produce safe and dependable income with limited risk.
  • 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.