Murray Investment Management is an independent investment management firm that provides investment guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing over a decade of investment industry expertise to bear on every aspect of a client’s financial situation.
Our industry experience helps clients avoid the mistakes that average investors make: paying too much in fees, having a portfolio risk profile that’s inconsistent with their goals, excessive trading, chasing performance and not understanding the investment products that they own. By avoiding these mistakes, we increase the likelihood of clients meeting their goals.
What Makes Us Different
Over a decade of investment experience gives us a unique view of the investment management industry. This experience continues to inform our prudent approach and long-term perspective.
Investors are tired of being sold investment products. We pride ourselves on providing an objective point of view, without the distraction of conflicts of interest. Since we are independent, we are able to evaluate financial offerings strictly on their merits and to make investment decisions based solely on what is best for you. Our goals and those of our clients are one and the same.
Our approach is highly customized, and we strive to provide an unprecedented level of personalized service. It is a privilege to serve our clients, and we will work very hard to make your experience with our firm exceptional.
Excessive fees erode investment returns, and paying an advisor on a transactional / commission basis can lead to conflicts between the client and the advisor. The investment advisory fees that we charge clients are computed as a percentage of the assets that we manage and are billed quarterly. We do not have a required minimum account size. Financial planning advice that does not include investment management supervision can be arranged for a fixed or hourly fee. This fee-based approach is designed to provide complete transparency in our fees, to keep fees at a reasonable level and to align our interests with our clients. Please call or email us to request a detailed fee schedule.