Client Services
Profit Investments is an investment manager serving institutional clients. Investing in U.S. equities, we manage large-cap, small-cap and socially responsible portfolios.
Many functions are critical to serving our clients effectively. We seek to do more than simply meet industry requirements for client reporting. We aim to anticipate our clients’ needs and address them before those needs are made known to us. In a world cluttered with asset managers, we believe our client service standards set us apart:
- Experienced client service relationship manager
- Portfolio Manager access
- Investment commentary on what happened in the markets and why
- A firm that is Global Investment Performance Standards (GIPS®) compliant and has performance examination conducted on its composites
The types of accounts that Profit Investments serves are Public, Corporate, Taft Hartley, Union and Endowment Foundation.
Profit Investments claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a compliant presentation for one of the Strategies, and/or a complete list and description of composites, please contact us at (301) 650-0059.