About Us

About Us

Our Investment Company, located in Rockville, Maryland, is a full service real estate company that provides acquisition, development and finance expertise for both commercial and multi-family projects.

 

Our experience in structuring complicated financial transactions while accommodating diverse partnership interests, has allowed it to achieve over $1 Billion in acquisitions and financing.

Wealth Management 70%
Business Owners 54%
Insurance & Annuities 87%
Cash & Credit 90%

Julien Miro

Chief Executive Officer

Joan Cucumber

Executive Vice President

Benedict Dulittle

Chief Financial Officer

Madlen Yellow

Vice President of Claims

Our Mission

Our Investment Principles

 

Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.

Benefits & Risks

Why Choose Us

 

The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.

 

   Diversification

   Potential wealth generation

   Cost-effective investment

   Access to a range of assets

   Geared exposure

   Underperforming investments

We Are Different

Economies of Scale

When you buy shares you have to pay dealing costs and admin fees, which can eat away at the value of your investment.

A Way to Spread Your Risk

Buying shares in only one investment company effectively gives you a diversified portfolio.

Manager’s Expertise

Each investment company uses professional management expertise.

Our Company in Numbers

1450

Happy Clients

23

Insurance Products

10

Years of Experience

196

Professional Agents