SLAGEL INVESTMENT MANAGEMENT

Overview

Slagel Investment Management is a small, sole-proprietorship adviser that focuses on portfolio management for individuals and small businesses. The firm operates as an accountant/adviser hybrid and charges clients using a mix of percentage-of-AUM and fixed fees. Its client base is primarily individual and family households, and the firm reports being an active ESG investor, which suggests the integration of environmental, social and governance considerations into manager selection and fund choices. Investment activity centers on liquid public funds and mutual funds as the core building blocks of client portfolios, while the firm supplements those positions with third‑party alternative managers for specific exposure. The adviser manages nearly all assets on a discretionary basis, indicating that portfolio decisions are typically executed by the firm rather than left to clients.

Assets & Accounts

Investments & Alternatives

Location & Offices