Needelman Asset Management was founded by Chet Needelman in 2002. The company mission is to combine vigorous fundamental research, information technology, and an experienced investment team to create superior returns utilizing a value style approach. Currently, our research staff and portfolio managers originate from two continents, speak five major languages, and have over 50 years of combined investing experience. Consistent results and first-rate client servicing have enabled us to grow into one of the most respected investment management companies in the industry.

• Founded in 2002
• Conservative investment portfolios
• High quality stocks & bonds
• Large-cap value equities
• Broad diversification
• Consistent philosophy & style

• High quality stocks and bonds
• Protection of capital
• Adherence to philosophy & style
• Excellent client service

• Increased safety
• Reduced risk
• Consistent, competitive returns
• Peace of mind