Founded in 1993 as an independent, privately-owned Registered Investment Advisor, Limoges Investment Management PC is a fee-only financial services company (no representative of the firm is ever compensated by commission).
Serving individuals, families, small businesses, and retirement plans, the company is a premier provider of private investment management and personal financial planning services—including investment and rollover advice, investment analysis and consulting, tax planning, retirement planning, college funding, and fundamental estate planning advice.
We do not sell products and have no hidden motive to give anything but objective advice and services that will always be in the client’s best interest. The advice and recommendations we give to clients is the same advice we would give to our own families. In other words, we eat our own cooking!
We believe that the best way to serve clients is to maintain long-term client relationships that encourage the client to call upon us for any important event they encounter that could affect their financial future, including the future of their family members. It is not uncommon for us to maintain advisory relationships with families over multiple generations.
Mainly serving the needs of residents of the Pacific Northwest, our clients are currently spread around the globe. Please explore our website to learn more about our firm and our professionals, the services we provide, and how to contact us.
To help clients achieve and maintain financial freedom and security by offering sound personal financial advice and wealth management services on a fee-only basis. Individuals within the company strive to maintain the highest level of knowledge, expertise, and ethical standards in order to provide clients with the highest quality professional services while always keeping the interest of the clients first.
The client's specific circumstances, needs, and risk comfort level are the underlying foundation for proper portfolio construction and management. With the client in mind it is the responsibility of the investment manager to select and manage a diversified investment portfolio for the best possible results while remaining within the bounds of suitability and a level of risk acceptable to the client.