FMR

e e are value investors specifically focused on the investment needs of Families, High Net Worth Individuals and Trusts. Our conservative value equity style also serves the long-term objectives for IRAs, Roths, Pension Funds and Profit Sharing Plans. Five Mile River Investment Management is committed to helping our clients achieve their investment goals by generating above-average long-term returns during different business and economic cycles.

The Investment Advisor Process
We are a small firm with deep investment experience. Our research discipline is a long-term, fundamentally-based and bottom–up approach. At Five Mile River, we work closely with clients to articulate investment goals, investment time horizons, income or growth needs and to understand risk tolerance. A diversified portfolio that is a product of this disciplined investment process can result in superior long-term results.

Five Mile River is a responsive team that is dedicated to our clients’ investment goals and provides excellent daily support. We are a group of dedicated professionals with superb experience in the financial markets. Our Investment Team uses its extensive experience in value-oriented investing to give clients the opportunity to build wealth and outperform markets in a longer-term investment horizon. Our client support team is focused on professional, personalized client service.

	LEE GARCIA
	TODD ROBBINS
	MARTHA ROBBINS

	FEE ONLY ADVISOR
	STATE REGISTERED INVESTMENT ADVISOR
	COMPLETE TRANSPARENCY
	FIVE MILE RIVER MANAGEMENT GOALS ARE ALIGNED WITH CLIENTS

DISCLAIMER

This web site is not meant as a general guide to investing, or as a source of any specific investment recommendation, and makes no implied or express recommendation concerning the manner in which any client’s accounts should or would be handled as appropriate investment decisions depend upon a client’s investment objectives. Any offer to sell or the solicitation of an offer to buy any interests in any securities may be made only by means of delivery of a Five Mile River Investment Management Agreement, Five Mile River brochure and ADV Part II, and/or other similar materials which contain a description of the material terms and various considerations and risk factors. Five Mile River Investment Management, LLC is registered with State Departments of Banking and transacts business only in those states where it is registered. The FMR Privacy Policy can be reviewed by clicking the link here.