Portfolios

Tarpon, Gecko, Frigate, Yellowtail and Treasure Harbor

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Meet Cale, Retz, and Margie

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About IIM and Value Investing

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A Specialized Firm in the Florida Keys

Spoke Fund®

We created an alternative to mutual funds and hedge funds called a Spoke Fund®, which we think is a better model for investors.

Value Investing

We view a stock as a long-term partial ownership position in a business. We invest our own money alongside our investors.

Fiduciary

IIM is a fee-only independent Registered Investment Adviser. We manage five portfolios and private accounts.