Childress Investment Management

Overview

Childress Investment Management is a small, sole-proprietor advisory practice serving individual and family clients. The firm’s business model is fee-based on a percentage of assets under management and centers on portfolio management for individuals and small businesses. The firm also produces periodic written material, reflecting an emphasis on client communication and market commentary alongside discretionary portfolio work. Investment activity is equity-oriented: the firm shows a clear preference for exchange-traded equities as its primary vehicle for market exposure. It supplements public equity exposure with mutual funds and directs client allocations to third-party real estate managers when seeking alternative diversification or income-generating strategies. The adviser is not positioned as a multi-state or institutional pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices