What We Do

IEM offers investment management services by offering a broad range of low-cost and tax-efficient financial products (e.g., fixed, equity) and managing them actively.  With our independent status, we clear trades through well-known brokerage companies in various accounts, including IRA, non-IRA (non-qualified individual or joint), 401(k), trusts, and many others. 

IEM provides full product disclosure and discusses all its products’ pros and cons.  This is especially helpful for mutual funds and annuities as the general public is usually not well-informed of their pros & cons, features, and fees.  IEM only recommends products to clients when they are genuinely suitable for clients. These products include, but are not limited to:
Stocks
Bonds
ETFs
Derivatives
A variety of mutual funds, and other funds
A variety of fixed products, including competitive CD and Money Market Rates  

Advisors at IEM offer insurance products independently to provide financial protection for their clients.  These insurance products are from top-rated insurance companies such as John Hancock, Genworth, Met Life, ING, and many others.