Portfolios
Tarpon, Gecko, Frigate, Yellowtail and Treasure Harbor
People
Meet Cale, Retz, and Margie
Videos
About IIM and Value Investing
Signup for our email list below
Email
(No spam, promise)
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.
