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’s database and network are secured and password-protected.