Broadway Professional Investment Management

Experienced Professionals.

Our team includes three experienced portfolio managers with over 60 years of combined investment experience in a variety of market climates. All three managers hold the Chartered Financial Analyst (CFA) designation – the gold standard credential for money management.

Our team of investment professionals also includes:

• a trading specialist
• a portfolio management specialist
• an administrative support systems advisor
• a support staff of ten—all highly experienced in securities and operations

Meet our Money Managers

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Full Service.

Thorough Analysis.

Local Decision Makers.

Consistent and Competitive.

Experienced Professionals.

Extensive Resources.

Customized Approach.