Assurance Investment Management, LLC Employee Directory

Investment ManagementOhio, United States0-1 Employees

Assurance Investment Management, LLC is a privately held investment management firm based in Hudson, Ohio. It focuses on wealth management for institutional clients and high net worth individuals, offering a fee-only structure intended to provide objective, client-focused guidance. The firm emphasizes accountability and transparency within the industry. Rather than holding client assets, it relies on a reputable, independent custodian that is a member of the Securities Investor Protection Corporation (SIPC) to safeguard funds, with all deposits and withdrawals executed directly between the custodian and the client. 
 
 With more than thirty years of experience in the field, Assurance operates as a boutique adviser within the investment management landscape, serving sophisticated investors. The organization maintains a very small staff, reinforcing its role in catering to a limited client base. The custodian-based model ensures that the firm does not take possession of securities or cash, aligning with a focus on secure and clearly defined wealth management services.

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