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Mahler & Emerson Inc.

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Mahler & Emerson Inc.

Mission statement:

Mahler & Emerson serves our clients through intelligent and rigorous asset management strategies that targets superior returns within the framework of the client’s risk tolerance.

As a full service asset management company we serve a diverse worldwide client base that includes high net worth individuals, banks, institutions, foundations and trusts with comprehensive management care. We are known and respected for our expertise with investing across many sectors of the financial markets covering the full scope from blue chips to microchips, gold mining companies and closed-end funds. We look for significant upside potential in companies that fall beyond the more traditional scope of most portfolio and asset managers. Our approach to investing provides innovative investment programs that capitalize on our portfolio managers’ knowledge and experience.

Profile:

Mahler & Emerson was founded in 1972 as a Broker Dealer and shortly thereafter as a Registered Investment Advisor. Our client accounts are maintained by Brean Murray, Carret & Co., LLC and held at their clearance agent, JP Morgan Clearing Corp., a wholly owned subsidiary of JP Morgan Chase & Co.

All of our clients’ assets are insured by the Securities Investor Protection Corporation (SIPC) plus the additional unlimited insurance of our clearing agent.

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