We are a small firm with superb investment experience that makes informed decisions for our clients’ portfolios that can be implemented with expediency. On-going and in-depth research, disciplined price objectives for all investments and a focus on achieving a client’s goals are designed to achieve a high probability of investment success.

  • Portfolio managers build a true partnership with clients, as clients' personal goals are aligned with their investment objectives
  • Clients have access to real time, on-line account detail
  • Accounts are custodied at Schwab and RBC Advisor Services, a division of RBC Capital Markets, LLC, both are Members of NYSE/FINRA/SIPC
  • Quarterly performance reporting
  • Quarterly client letters
  • Email and separate mailings are distributed on pertinent stock, economic and world news
  • Access to portfolio managers who have demonstrated excellence in investment expertise
  • Long-term, independent research of a universe of 200 companies
  • Value strategy success with articulated conviction to the investment opportunity
  • Responsive administrative support for client needs

DISCLAIMER
This web site is not meant as a general guide to investing, or as a source of any specific investment recommendation, and makes no implied or express recommendation concerning the manner in which any client’s accounts should or would be handled as appropriate investment decisions depend upon a client’s investment objectives. Any offer to sell or the solicitation of an offer to buy any interests in any securities may be made only by means of delivery of a Five Mile River Investment Management Agreement, Five Mile River brochure and ADV Part II, and/or other similar materials which contain a description of the material terms and various considerations and risk factors. Five Mile River Investment Management, LLC is registered with State Departments of Banking and transacts business only in those states where it is registered. The FMR Privacy Policy can be reviewed by clicking the link here.
 
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