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:
- Emerson is wholly dedicated to wealth management. This singular purpose allows us to work for you and with you to achieve your goals. We believe in a client partnership that is open, collaborative and transparent.
- We are an independent adviser. Acting in your best interest is our obligation as an adviser registered with the SEC.*
- We are fee-based advisor. Because we are 100% fee-based, there are no commissions or third party revenues 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 clients have direct and personal relationships with senior advisors and client service team members. We take pride in knowing who each of our clients are.
- We believe in globally balanced investing - with an emphasis on dividends. Emerson has managed globally balanced portfolios since 1985. We focus on providing a diversified investment portfolio and aim to provide a stable and growing income augmented by a strong dividend strategy.
- You experience 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.
* Emerson is registered as an investment adviser with the Securities & Exchange Commission (SEC) under the Investment Adviser Act of 1940. Registration as an investment adviser with the SEC does not imply a certain level of skill or training.