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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.
