Creekside Investment Management Inc.

Our Mission

Our mission is to achieve successful investment results for each of our clients based on their individual goals and objectives.

Creekside Investment Management, Inc. (CIMI) is an independent investment management company registered with the Securities and Exchange Commission managing investment portfolios based on each client’s investment goals and objectives. CIMI is not a brokerage firm, insurance company or financial planner and does not sell stocks, bonds or financial products.

Unlike a brokerage firm which charges commissions and transaction fees to sell products, CIMI is a fee based management service. CIMI will not receive commissions from brokerage firms to make investments in stocks, bonds or mutual funds.

Each client, regardless of how their assets are invested, pays a quarterly management fee based on the market value of their total portfolio.

CIMI principals have over 50 years of investment experience and a deep and broad knowledge in finance and economics. Unlike large brokerage franchise offices, CIMI offers exclusive wealth management services and customer relations.

CIMI offers the ultimate in fee-based private wealth management. Clients maintain individual accounts and assets are not pooled.