Emerson Investment Management

At Emerson Investment Management, we believe success flows equally from knowing our clients (including the nuances of their markets) and our investments. Ours is a diverse group of clients, and this diversity enriches our perspective. We serve the following constituencies:

Pensions and qualified retirement plans

Our breadth and depth of experience affords us a deep understanding of the responsibilities held by plan trustees. We also maintain an unwavering commitment to ERISA regulations and fiduciary duty.

Emerson's investment products can be customized to adhere to an entity's particular investment parameters and objectives, as mandated in its Investment Policy Statement. On a related note, we are well-accustomed to working from investment policies written by others or helping to write them from scratch. In addition, clients often retain us to edit, review and offer guidance on policies.

Endowments and foundations

Serving non-profit institutions is a distinct privilege for Emerson. We act as an advisor to help develop income needs and foster long-term growth.  Our principals and employees often volunteer with and serve on the boards of many worthy organizations. Consequently, we are intimately versed in the workings of endowments and foundations from both sides of the table.

Other investment professionals and programs

Emerson serves as a sub-advisor to other investment firms when our products are deemed appropriate for the needs of separately managed accounts. Our role is to remain in the background and provide the decision-making on investments while the partner firm handles and maintains the direct client relationship.

If we can assist you with your particular institutional needs, please get in touch.