Investment Style

 FIM pursues long-term investment objectives with a patient, prudent style of investing.

We buy only publicly traded securities and focus on well-managed companies.

We make independent investment decisions through use of our own analytical research efforts, which include visiting companies and meeting with executives.

In pursuit of growth objectives, we concentrate on relatively young companies with a competitive edge in the marketplace and ample room for expansion.A typical growth portfolio contains 10 to 20 diversified stocks.

On the conservative side, we seek income and/or safety of principle through investments in U.S. Treasury bonds, medium grade corporate bonds, convertible securities, real estate investment trusts (REITS) and master limited partnerships (MLPs).

Balanced portfolios, seeking some growth but greater stability than growth accounts, are comprised of a mixture of all of the above types of securities.