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How To Invest

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Portfolios

Tarpon, Gecko,
Frigate, Yellowtail, and Treasure Harbor

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People

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Should I Roll
Over My
Dormant 401(k)?

Spoke Fund&reg

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.