ISI Inc. Money Management
ISI INC. Money Management
L to R Back Row: Gabrielle Huh, Carrie Butler,
Al Medaugh, Fumio Hayakawa
L to R Front Row: Margaret Beeler,
Heena Dhruv, Tomie Tanaka
L to R: Bernhard Koepp, Frank Marrano,
Loretta Price, Jim Moltz, Bruce Benedict,
Marybeth Peer
ISI Inc., ISI’s affiliate company and registered with the SEC as an independent investment adviser, manages US fixed-income, global bond and equity-oriented funds. Our bond management draws on ISI’s research to anticipate interest rate changes. We actively manage our clients' portfolios to benefit from these changes.
ISI Inc’s account management business for high net worth clients, manages tailor-made US equity and balanced portfolios, taking into account clients' specific risk tolerance, tax, or other estate planning considerations. Our investment style for equity portfolios is to invest in companies with a competitive edge, exceptional long-term potential and a no-holds-barred attitude towards market share dominance.
ISI Inc’s mutual fund family includes the Total Return U.S. Treasury Fund, the Managed Municipal Fund, the North American Government Bond Fund, and the Strategy Fund.