What Makes Us Different

At IEM, we believe in solid service over “sell and forget”.  We offer meticulous financial planning and asset management services via groups of effective and outstanding brokerage and administrative teams.  We believe in complete independence when offering investments, insurance, and management. 

IEM emphasizes the value of ongoing customized service over sales.  A sales-driven investment firm is usually identified by how large a clientele is served by each advisor directly and whether or not a client incurs a hefty sales charge.  In contrast, IEM is a fee-based and result-based asset management company, where client assets are customized based on their comprehensive financial plan. 

IEM offers sophisticated wealth management without the high cost of many other wealth management firms including hedge funds.