Monere Investments, Inc. is an independent, employee-owned asset management firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). The firm focuses on long-term capital appreciation by adhering to value investing principles, building concentrated portfolios of what they identify as high-quality, undervalued businesses. They serve both individuals and institutions primarily through Separately Managed Accounts (SMAs), offering a disciplined and research-intensive approach to investment management.

Founded in

United States