Assured Investment Management is an investment management firm known for its integrity, reliability and commitment to clients. Founded in 2005, it has steadily built an reputation in the industry for its patient, long-term approach to investing and its rigorous research process.
With over $5 billion in assets under management, Assured serves a wide range of institutional clients including pensions, endowments, foundations and family offices. Its investment strategies span multiple asset classes such as stocks, bonds and alternatives.
A Patient, Disciplined Approach
Assured Investment Management takes a patient, disciplined approach to investing that is grounded in fundamental analysis. Its investment team spends countless hours studying companies, meeting with management teams and assessing long-term business potential.
Rather than chasing short-term trends, Assured looks to build concentrated portfolios of high-quality companies that can compound growth over multi-year periods. This reduces portfolio turnover and aims to maximize tax efficiency for clients.
An Ethical, Mission-Driven Culture
Integrity and ethics are central to Assured’s identity. Since its founding, the firm has aimed not just to deliver strong returns but to align itself with client interests and societal good.
Assured seeks investments that create sustainable, long-term value for stakeholders. It incorporates environmental, social and governance (ESG) factors into analysis and portfolio construction, and actively engages with management on these issues.
Customized Portfolio Solutions
Rather than taking a one-size-fits-all approach, Assured works closely with each client to understand their unique objectives, constraints and sensitivities. Its investment team then constructs customized portfolios aimed at balancing risk, return and liquidity based on the client’s needs.
Portfolio composition and implementation draws on the firm’s proprietary analytics models as well as judgment honed from experience in different market environments.
In an industry not always known for integrity, Assured Investment Management stands out for its ethical, committed approach focused on creating long-term value responsibly for its clients.