The Investment House LLC

Like most multi‑team advisers, The Investment House LLC provides discretionary portfolio management to individual and high‑net‑worth clients and also works with pension plans, charitable organizations and other institutional clients. In addition to separately managed accounts, the firm serves as investment adviser to an open‑end mutual fund and manages several private pooled investment vehicles.

The firm applies a mix of strategies — a long‑horizon growth approach using top‑down/bottom‑up security selection, balanced allocations, a low‑volatility ETF‑based “stay rich, sleep well” strategy, and opportunistic special‑situations trading — and generally manages accounts on a discretionary basis. Private funds managed by the firm may employ hedging and leverage, and the firm uses a range of securities including mutual funds, equities, bonds, options, ETFs and REITs.

Noteworthy is TIH’s role in advising investment companies and pooled vehicles and its function as a private‑fund adviser, features that are less common among peers in this category. The firm and certain advisory representatives receive portions of private fund management and performance fees — a conflict disclosed in the brochure — and the firm does not advertise standalone financial planning as a service.