Ables, Iannone, Moore & Associates, Inc.
Overview
Ables, Iannone, Moore & Associates, Inc. (AIMA) is an independent, fee-only, registered investment advisory firm located in Savannah, Georgia. Founded in 2003, the firm serves clients locally and across 27 states and two foreign countries. AIMA specializes in asset management for high-net-worth individuals, retirement plans, institutions, and not-for-profit organizations. The firm coordinates its investment services with a network of other professionals, including CPAs, attorneys, and insurers, to offer comprehensive financial solutions tailored to each client's specific needs. AIMA's investment approach is built on trust and a commitment to fiduciary responsibility, ensuring that the firm's interests align with those of its clients. The firm emphasizes personalized portfolio management, offering a full menu of custodial services through its relationship with Pershing, LLC. AIMA's team brings a disciplined, research-driven approach to asset management, helping clients navigate market complexities with confidence. The firm's investment philosophy focuses on delivering customized wealth management solutions that go beyond standard model portfolios, aiming to provide wealth-creating opportunities across various sectors and asset classes. With over 50 years of combined experience in capital markets, AIMA applies lessons from the past while leveraging research from independent firms and utilizing proprietary strategies to navigate present market conditions and prepare clients for the future. The firm's unwavering commitment is to deliver superior results and tailored wealth management solutions that meet clients' needs, focusing on how capital markets intersect with clients' long-term goals. AIMA's investment philosophy is centered on providing insight, perspective, and results, ensuring that each client's financial objectives are met with a comprehensive and personalized approach.
Investment Focus
- High-net-worth individuals
- Retirement plans
- Institutions
- Not-for-profit organizations
Portfolio Companies
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Frequently asked questions about Ables, Iannone, Moore & Associates, Inc.
What sectors does Ables, Iannone, Moore & Associates, Inc. invest in?
Ables, Iannone, Moore & Associates, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Georgia, United States. Ables, Iannone, Moore & Associates, Inc. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Ables, Iannone, Moore & Associates, Inc. invest at?
Ables, Iannone, Moore & Associates, Inc. backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Ables, Iannone, Moore & Associates, Inc. invest in?
Ables, Iannone, Moore & Associates, Inc. invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
What companies has Ables, Iannone, Moore & Associates, Inc. invested in?
Ables, Iannone, Moore & Associates, Inc.'s portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
