Minis & Company provides investment advisory services to corporations for both their Retirement Plans (Pension and Profit Sharing Plans, as well as some types of 401K plans) and for their corporate investment portfolios. We also serve as portfolio manager to a number of insurance companies. Institutional accounts tend to be invested either in a balanced portfolio of stocks and bonds, or in all equity or all fixed income portfolios. Management of the account is done on an individualized basis.
When managing investments for Institutional Accounts, Minis & Company assists the institution in creating an investment policy statement. These policy statements are then used to ensure that the account meets the needs of the company and its corporate or retirement account.