The Facts:

• Registered with the Ohio Division of Securities. The firm commenced business in May 2011.
• Founder & CEO: Barbara Huff, Licensed Investment Adviser
• Expertise: 30 years of investment experience on Wall Street & Columbus
• Service: Wealth Planning and Investment Management; Pension Consulting
  
• Clients: Individuals, Businesses, Trusts, Pension Plans
  
• Account Types: Brokerage, Retirement, Trust, 401k
• Account Size: 300,000 minimum
• Assets under management: $10.1mm
• Fees: New Albany Investment Management is an advisor not a broker, and therefore, does not sell products, receive commissions, loads, or transaction fees. As an advisor, NAIM is compensated only according to a percent of assets under management. This way, we share the same goal as our clients, which is to grow wealth. (For details, please see fee schedule on Account Management tab of this website).

 

Investment Management Philosophy:

 

A common mistake investors make is trying to beat the market instead of trying to reach the intended financial goal, with no regard to the amount of risk. This approach often results in excessive volatility and poor returns.

 

NAIM believes investing and risk management must go hand in hand in order to be sucessful at preserving and growing wealth. The potential return on an investment must justify the amount of risk or volatility assumed; otherwise, it would be best to remain in cash. As such, NAIM's approach to investing is to minimize volatility and maximize return in the context of client objectives and risk parameters. To achieve this, investment portfolios are constructed using non-correlating asset classes with the best risk/return profile in areas of opportunity across the global markets. (For further detail, please see the Investment Process tab of this website).