Haas Investment Management, LLC is an independent registered investment advisory firm dedicated to providing individualized portfolio management services for high net worth individuals, family groups, corporations, trusts and other clients. We seek to form and maintain long-term client relationships built on a foundation of professional advice, trust and service.
We are value investors, principally seeking fundamentally undervalued equity securities for our clients that we believe will appreciate, on average and over time. To achieve this goal, the compounding of investment returns and avoidance of costly mistakes are paramount.
Similar to the views expressed by the most successful investors -- including Warren Buffett, Benjamin Graham, and Phil Fisher -- we view holding high-quality common stocks over a long time frame as a critical component to overall investment success. By using these principles, we have managed assets for our clients. We would like to do the same for you.
Please contact us at your earliest convenience for a consultation regarding your investment needs.
DISCLAIMER: This website is published for residents of the United States only. Furthermore, this website is for informational purposes only and does not constitute a complete description of our investment services. This website is in no way a solicitation to offer or sell investment advisory services except, where applicable, in states where the firm is registered or where an exemption or exclusion from such registration exists. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE.
Securities offered exclusively through
Raymond James Financial Services, Inc. (Member FINRA/SIPC).
All Materials (C) 2009 Haas Investment Management, LLC