Peter Moeller

My wife and I have been clients for over ten years. We are impressed with IAM’s objectivity. They take a view on the investments markets based on considerable research. They share their views regularly with commentaries from both the tactical and strategic teams which brings value to the client. Their approach to determining the right investment model for a client is very thorough. My advisor spent a lot of time with us determining what we want financially for the long term. A suggested investment portfolio was presented and supported by considerable data. Spending some time reviewing all the data gave me confidence we were doing the right thing.

Our advisor has managed our accounts through several market cycles. We make a decent return in up markets. And in down markets our portfolios are roughly half the percentage of the losses in the major indices. In my experience, long term investing success is based on managing the down side. I am confident our positive relationship with IAM will continue for the long term. They have been a great match.