EJM Investments, LLC is a Registered Investment Adviser based in Tampa, Florida. The firm provides independent, objective investment advice to high net worth individuals, families, small businesses, and medical practices.
EJM's investment approach is based on the following:
- Strategic and tactical asset allocation across a wide range of asset classes and geographies to maximize returns and manage risk
- Utilize a broad range of investment vehicles and security types to implement investment strategies
- Focus on
- Relative value
- Total return (price appreciation and income)
- Risk management
- Tax efficiency
- Maintain disciplined and frequent reinvestment of portfolio income