Ahl Investment Management, Inc.

Ahl Investment Management, Inc. is a registered investment adviser based in Winter Park, Florida, established in 1999. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' investment objectives and risk tolerance. They consider financial planning an integral aspect of the portfolio management process. Clients can grant discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Ahl Investment Management advises on various types of investments, including equities, bonds, mutual funds, ETFs, and more, based on individual goals and objectives. The firm charges a blended fee for portfolio management services based on a percentage of assets managed, with a minimum annual fee of $1,000. As of December 31, 2024, they managed $200,041,338 in client assets on a discretionary basis. Ahl Investment Management acts as a fiduciary, committed to acting in clients' best interests. They do not accept performance-based fees or engage in side-by-side management. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on clients' behalf. Clients' assets are held at Charles Schwab & Co., Inc., and the firm may effect wire transfers with client authorization. Ahl Investment Management does not have any disciplinary information to report and does not have custody of client funds or securities. Clients are responsible for voting proxies and participating in class action lawsuits. The firm does not receive compensation for client referrals or engage in directed brokerage.