ISI International Strategy & Investment

ISI INC. Money Management

Al Medaugh
Al Medaugh

President
Money Management
Jim Moltz
Jim Moltz

Vice Chairman
Money Management

Bruce Benedict
Bruce Benedict

Senior Managing Director
Money Management
Bernhard Koepp
Bernhard Koepp

Senior Managing Director
Money Management

David Gallacher
David Gallacher

Managing Director
Money Management
ISI’s Money Management Team

L to R Back Row: Tomie Tanaka, Al Medaugh,
Gabrielle Huh, Heena Dhruv

L to R Front Row: Fumio Hayakawa, Carrie Butler


ISI’s Money Management Team

L to R: Bernhard Koepp, Jim Moltz,
Bruce Benedict, David Gallacher

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 wealth management team provides global investment advice and portfolio management services to private clients and institutions.  Focused, foremost, on understanding your needs and careful investment analysis, our vastly experienced portfolio management team delivers disciplined strategies that protect your interests and capture opportunity for excess return.  Our strategies are crafted specifically for your unique objectives and working in partnership with you to navigate today’s global markets.

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.