For Q2 2015
Published 6/20/2015

[email protected]
@CaleintheKeys
(305) 522-1333


To change your email subscription, see link
at end of email.

Several weeks ago, we held the sixth annual IIM Investor Meeting.

For those of you who could not make it, we created six videos - each containing a voiceover narration of the same slides we showed at the annual meeting.

We covered a ton of material this year. We're launching several new services, we continue to be cautious about bonds, we're finding plenty of opportunities in stocks overseas, and I spoke at length about oil prices and energy stocks in the U.S., too.

So, when you get some time, please take a look:

Click Here To Watch the Slideshow

Please let me know what you think, or if you have any questions.

And thank you as usual for investing with IIM.

- Cale

The Tarpon Folio is an innovative, investor-friendly alternative to the traditional actively managed mutual fund. It's built on a model we call a Spoke Fund.

Spoke Fund is a group of separate investor accounts linked to a portfolio containing a significant portion of the net worth of the portfolio manager. Cale Smith at IIM is the creator and owner of this trademarked and proprietary approach to better transparency and integrity in investing other people's money.

Fees for Tarpon are 1.25% of assets annually, assessed on a monthly basis. Turnover, taxes and trading are minimized in the fund, which uses a long-term value investing strategy.

For more information, visit our website.

Here is our privacy policy, our Form ADV and our Fiduciary Oath.

Historical performance data above represents performance results as reported by the portfolio identified. Performance results are for illustration purposes only. Historical results are not indicative of future performance. Positive returns are not guaranteed.

Individual results will vary depending on market conditions and timing of initial investment. Investing may cause capital loss. The S&P 500, used for comparison purposes, is significantly less volatile than the holdings of the funds listed. The performance data is net of all fees reflecting the deduction of advisory fees, brokerage commissions and any other client-paid expenses. The performance data includes the reinvestment of capital gains and dividends.

The publication of this performance data is in no way a solicitation or offer to sell securities or investment advisory services.