ISI is an independent research firm specializing in income securities including bonds, convertibles, preferreds and hybrids. Founder and CEO Martin Fridson, CFA is a member of the Fixed Income Analysts Society Hall of Fame, a past governor of the Chartered Financial Analysts Institute, and a consultant to the Federal Reserve Board of Governors. He is the author of seven books on investments and political economy. He was named #1 in his category for nine consecutive years on the Institutional Investor All America Research Team.
Our company’s goal is to provide our clients the resources to achieve a high level of income without inordinate amounts of risk through properly diversifying their portofolio’s into various income securities across a range of products– so that interest rate fluctuations alone won’t overly affect a portofolio.
1. We believe fixed income securities have a place in all investment portfolios no matter the age, wealth or risk tolerance of the investor.
2. We make investment selections to suit low, medium and high risk investors and clearly identify which is which.
3. We advocate no one investment strategy. While most fixed income investors are most comfortable with a buy and hold strategy, others may wish to pursue a balanced portfolio strategy, a high yield strategy or a convertibles investment strategy.