Our Story
You will never feel pressured to buy lousy performing preferred mutual funds or the stock of the week at Strubel Investment Management. You can feel comfortable referring your friends and relatives to us because we have no limits on the size and type of clients we accept. If you’re looking to make sense of the market and seeking a logical long-term-focused investment strategy, then we are the firm for you.
Before I started Strubel Investment Management, I searched for a firm that would allow me truly to help clients build their wealth rather than using their portfolio to generate commissions. I investigated insurance companies, big name Wall Street brokerages (what few there are), and even independent broker/dealers. All of them are riddled with practices that are bad for clients but good for the firm. The only way I could realize my dream of providing high quality independent investment management service was to start my own firm.
That’s why at Strubel Investment Management we have a high degree of honesty and integrity. We will never recommend investments that benefit us at the expense of our clients.