Economies of Scale
When you buy shares you have to pay dealing costs and admin fees, which can eat away at the value of your investment.
About Us
Our Investment Company, located in Rockville, Maryland, is a full service real estate company that provides acquisition, development and finance expertise for both commercial and multi-family projects.
Our experience in structuring complicated financial transactions while accommodating diverse partnership interests, has allowed it to achieve over $1 Billion in acquisitions and financing.
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Wealth Management
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Business Owners
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Insurance & Annuities
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Cash & Credit
Julien Miro
Fund Manager
Joan Williams
Senior Investment Analyst
Benedict Smith
Investment Analyst
Madlen Green
Head of Trading
Our Mission
Our Investment Principles
Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.
Benefits & Risks
Advantages of Managed Funds
The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.
- Diversification
- Potential wealth generation
- Cost-effective investment
- Access to a range of assets
- Geared exposure
- Underperforming investments
We Are Different
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A Way to Spread Your Risk
Buying shares in only one investment company effectively gives you a diversified portfolio.
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Manager’s Expertise
Each investment company uses professional management expertise.