Susan Moseley, CIMA, selected to attend Barron’s Top Independent Advisors Summit
Susan Moseley, CIMA, selected to attend Barron’s Top Independent Advisors Summit
February 2017 Susan Moseley, Founder and CEO of Moseley Investment Management, Inc. has been honored by the prestigious weekly financial and business publication Barron’s to attend the intimate and invitation-only Top Independent Advisors Summit. The summit is for the nations top independent financial advisors to network and collaborate on best practices for managing investments and clients in the ever changing market. Barron’s will be hosting at The Ritz Carlton on March 22-24 in Orlando, Florida.
About Moseley Investment Management, Inc.
MIM, Inc. is an independent investment advisory and financial planning firm. The firm has two conveniently located offices in Bradenton and Sarasota Florida. The firm was founded by Susan Moseley in 1990 and was established upon the premise of providing clients with independent financial wisdom in an environment free from conflicts of interest. Since 2008, Ryan Moseley has served on Moseley Investment Management’s investment committee. As the economist, Ryan Moseley provides research on current economic and political events affecting market movements. Ryan Moseley creates financial strategies based on the client’s risk comfort level and goals. MIM, Inc. provides individuals, families, and businesses with a multitude of services including estate planning, retirement accumulation, distribution planning, and overall wealth management.
MIM, Inc. recognizes that each person who walks through the door is an individual with specific investment needs and unique goals. They pledge is to provide an individual with individualized strategies. Valuing the client above all else. Contact Moseley Investment Management, Inc. at 941-745-2799 and www.moseleyinvestment.com
Contact:
Allyson N. Jenks
Marketing Director/Relationship Manager
Moseley Investment Management, Inc.
Phone: 941-745-2799
ajenks@moseleyinvestment.com