Friedberg Investment Management, Inc. (FIM) is an independent, fee-based, money management firm. We are not affiliated with any brokerage firm, mutual fund organization, financial planning firm or insurance company, and we do not charge commissions. We are, therefore, free to make what we deem to be the best investment decisions for each of our clients.
Investment management is not so much the management of money as it is the management of risk. Most investors take either too much risk or too little. At FIM, we believe the challenge is to invest each client's dollars to obtain the highest possible return commensurate with the degree of risk each client is willing and able to assume. For some clients, this means seeking long term growth in the stock market. For others, it means earning substantial interest or dividend income without significant risk to principal.
FIM manages each portfolio separately--there is no commingling or pooling of funds. FIM does not take custody of a client's funds or securities. We simply establish accounts at fully insured brokerage firms that offer our clients discounted commissions, and we manage these accounts through limited power-of-attorney. We issue a statement every month showing profit or loss, as well as holdings. We are accessible to our clients every day.
FIM has an excellent long term performance history and access to discounted brokerage commissions. But, most importantly, each investor has a direct, one-on-one relationship with Jeff Friedberg, the person making the investment decisions. This is the critical ingredient in building and maintaining the appropriate portfolio for each investor.
Friedberg possesses a depth of knowledge about investing that is rare in the investment community and which is reflected in the performance history of FIM. He has made numerous appearances on radio stations in Houston, and has been quoted in Houston newspapers. He has, in the past, been a regular contributor to the Main Street Economics newsletter. |
Jeffrey L. Friedberg was raised in a small coal-mining town in eastern Pennsylvania. He graduated first in his high school class, earned Dean's List while at MIT and was awarded a graduate Fellowship at Caltech. Although his degrees were in Geology and Geophysics, Friedberg became actively involved in the stock market while pursuing a rewarding career in Geophysics. In 1979, Friedberg decided to become registered and licensed as an Investment Advisor in order to invest other people's money as he was investing his own. He thus founded FIM, in effect transforming an enjoyable sideline into a successful business endeavor. |
Our clients are primarily individuals and small retirement plans. We manage growth and balanced portfolios for working professionals and income-generating portfolios for widows, divorcees and retirees. FIM also manages IRAs, SEPs, Keogh Plans, Trusts and custodial accounts that are oriented to each investor's preference. |