How We Work with Clients

Goals and investment objectives vary broadly from one client to the next. Early on, we work carefully getting to know our clients — their investment time horizons, risk tolerance, cash flow needs, and tax situations. From this analysis, we recommend and then structure an appropriate portfolio mix. As your investment advisor, we meet regularly to review the objectives and performance results.

Investment Philosophy

Our overall investment style can best be described as conservative, disciplined, and growth oriented. We screen a universe of over 6,000 equities to find companies that exhibit above average growth characteristics, possess strong financial positions, and whose stocks are trading at reasonable prices. For fixed income securities, we concentrate on high quality, medium term bonds selling at current market yields.

Where We Stand

Mimosa Investment Management, LLC currently works with about 60 clients. Our group is small so that we can provide the personal attention our clients deserve. More than 60% of our clients have been with us for 10 years or longer.