About

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

Business Owners

Insurance & Annuities

Cash & Credit

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Julien Miro

Fund Manager

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Joan Williams

Senior Investment Analyst

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Benedict Smith

Investment Analyst

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Madlen Green

Head of Trading

Our Mission

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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 & Risk

Advantages of Managed Funds

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

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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