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Individuals & Families

Minis & Company provides personal investment advisory services to individual clients.  All accounts are managed separately and on a discretionary basis.  Most client accounts are invested in a balanced portfolio of individual stocks and bonds.  By investing in individual securities, the account allows for management to be both tax-efficient and personalized.

We manage Personal Accounts, as well as Retirement Accounts, Joint Accounts, Trusts, Limited Partnerships, Estates and Custodial Accounts.

Confidentiality is very important to Minis & Company and to our clients.  Client names are never divulged, and employees do not discuss these matters outside the office.  Portfolio record keeping is done in-house.  The company‚Äôs database and network are secured and password-protected.