Our conservative management style emphasizes excellent performance while reducing risk. The result is that clients feel comfortable having their funds responsibly managed by Sadoff Investment Management LLC.
Highlights of our performance*:
- Founder Ronald Sadoff named twice as one of the top 100 Independent Financial Advisors by Barron’s.
- Ranked by Pensions & Investments as a top 10 equity strategy for 2008.
- Ranked by Morningstar as a top 10 separate account Large Cap Growth category for 3-year return as of June 30, 2009.
- Ranked by Pensions & Investments as a top 10 separate account US Conservative Allocation for 5-year return as of September 30, 2009.
- Ranked among the top 75 investment counselors in the U.S. according to Money Magazine.
- Named one of the nation’s top independent financial advisors by Wealth Manager Magazine.
- Excellent performance rating by Nelson’s World’s Best Money Managers.
- We have been nationally recognized for our investment strategy, which has been featured on CNBC and in several other national publications.
- Ronald, Bryan and Michael Sadoff were each named to the Milwaukee’s 2009 FIVE STAR Wealth Managers list for best in client satisfaction. The list represents less than 7% of the wealth managers in the Milwaukee area.
We are very proud of our long-term performance. If you are interested in more performance information please contact us.
*Past performance is not indicative of future results. Rankings should not be construed as a guarantee of performance or service. Certain rankings require the advisor to complete a questionnaire to participate. Not all advisors will participate. The Barron’s Top Ranking started in 2007 and Ronald Sadoff was named in 2007 and 2008.’ The Money Magazine ranking was from 1987.
