At Islamorada Investment Management, we do things a little differently. We believe that patience is the key to wealth; that gambling has no place in a long-term wealth management plan; and that buying shares in a company means taking an ownership position, not just trading pieces of paper.

That difference has resulted in steady growth for our investors for the last 13 years, all at much lower fees than the average mutual fund. If you're interested in fast money, fast trades, and getting an adrenaline rush every time you check your portfolio, Islamorada is not for you. But if you're looking to grow your wealth intelligently for the long-term, fill out the contact form to download our portfolio report and see the Islamorada difference for yourself.

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Over the last twenty years, Warren Buffett has popularized the idea of value investing, and that's one of the principles that we've built our firm around. We are fundamental value investors. Our domestic portfolios are managed in the tradition of Warren Buffett, and our international funds follow the principles first laid out by Sir John Templeton. In both cases, we invest in companies that are currently undervalued but show strong potential for long-term growth. To sum things up, instead of chasing short returns, we're focused on the long haul.

Tarpon Folio
(U.S. Portfolio)

The Tarpon Folio is a long-term capital appreciation portfolio that invests primarily in U.S. stocks.

Gecko Folio
(U.S. Portfolio)

The Gecko Folio is an equity income portfolio investing primarily in U.S. securities.

Gecko is currently available only for taxable accounts.

Frigate Folio
(International Portfolio)

The Frigate Folio is an international capital appreciation portfolio.

Treasure Harbor Folio
(International Portfolio)

The Treasure Harbor Folio is an international equity income portfolio.

At IIM, we do things differently and we think it's important that are investors share the same mindset that we do.

Our ideal investors:

  • Have a minimum of $50,000 to invest
  • Value an open dialogue with their portfolio manager
  • Want to understand the companies they invest in
  • Are focused on long-term returns and have a long runway to retirement

At Islamorada Investment Management, we specialize in a proprietary type of portfolio called a Spoke Fund®. A spoke fund is a group of separate investor accounts linked to a portfolio containing most of the liquid net worth of that fund's manager.

To put that into perspective, we invest our own family's money into our managed portfolios. We do this because we believe in the companies that we invest in. We also believe that the best way to make sure that we're making the right decisions for our investors is to be right there in it with them.

While the concept isn't new, the recent antics of Wall Street stress the need for a new way of investing that holds portfolio managers accountable to their investors.

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This information is provided by Islamorada Investment Management (IIM), LLP for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this report is derived from sources that IIM believes to be reliable; however, IIM does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Any reference to a market index is included for illustrative purposes only. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.
IIM is a registered investment adviser that maintains a principal place of business in the State of Florida. The Firm may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. For information about IIM's registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at