Disciplined Investment Management Email Format
Investment ManagementIllinois, United States2-10 Employees
Disciplined Investment Management is a small investment management firm that works with high net worth clients to create customized portfolios aligned with their specific objectives. The firm emphasizes risk management disciplines, prioritizing downside risk protection and capital preservation over a full 4-6 year market cycle. Most clients are retirees or are approaching retirement. The firm is led by Larry Stein, author of Peace of Mind Investing, who also contributes to MarketWatch's RetireMentors column. It is based in Deerfield, Illinois, and operates with a small team.