We are committed to helping our clients create and preserve wealth by balancing risk and growth in a portfolio of quality investments. We draw upon the investment expertise of our team of investment professionals with many years of combined experience, all focused on growth stock investments.

At Engemann, each investment product has a very specific written mandate to ensure that our clients know exactly how we will invest their assets. We strive to provide portfolios with a higher estimated growth rate than the specified benchmark, a risk profile comparable to the benchmark, and earnings volatility less than the benchmark. Thus we are able to provide the higher growth companies and yet reduce the risk.

Our belief is that many investors limit success by adopting too short of a time horizon. Historically, successful investing has been a long-term proposition and we believe that trend will continue. At Engemann, long-term investments produce lifelong relationships.