ABOUT
Metcalf Investment Management was founded in 2020 as a Registered Investment Advisor ("RIA"). This registration requires operating in a legal and ethical fiduciary capacity, whereby clients' financial welfare is paramount, per the Investment Advisers Act of 1940 framework. The firm also operates under the CFA Institute's ethical and professional guidance. Not all financial firms or advisors are held to such principles.
Private client investments are held in custody by IBKR, an S&P 500 constituent financial services firm and qualified custodian according to industry standards.
SERVICES
Discretionary, separate account, long/short investment management for private clients.
"Very rarely is any share valued for its true price."
-Sir John Templeton
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Non-discretionary 3(21) defined contribution 401(k) plan investment advisory for middle markets companies.
"You don't have to do extraordinary things to get extraordinary results."
-Charlie Munger
