Investment Management

Investment Strategy

The mission of the Moeller Investment Group is to help clients be good stewards of capital. We advocate a tangible approach for clients seeking to preserve and potentially increase wealth. The organizing principle of all Tangible Return Strategy accounts is that investors, either now or in the future, seek a rising stream of investment income.

Asset Allocation

We will help design an appropriate asset allocation after a personalized review of specific goals, income needs, and risk tolerance. Diversification among a variety of asset classes will be emphasized including cash alternatives, fixed income, equities, real estate, commodities, and alternative investments.


*Exposure to these asset classes may be achieved through products like mutual funds and/or exchange traded funds.

Investment Management | Moeller Investment Group

Investment Process

Our investment process is oriented toward downside resilience, lower volatility, and consistent returns over full market cycles. We believe optimal performance can be achieved through long-term investing and not short-term speculative trading. Concerning equity selection, we focus on high quality companies with a strong history of dividend growth of all market capitalizations and geographic locations. Concerning fixed income, we have a disciplined approach of laddering maturities seeking to provide income and stability with the emphasis on limiting interest rate risk and preserving principal. Securities will be sold if they are considered to be selling at a significant premium to intrinsic value or if the fundamentals deteriorate and greater dividend growth potential can be found elsewhere.


Asset Allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Dividends are not guaranteed and are subject to change or elimination. Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk. All fixed income investments may be worth less than original cost upon redemption or maturity. Bond laddering does not assure a profit or protect against a loss in a declining market. Diversification does not guarantee profit or protect against loss in declining markets.

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