Ampersand Investment Management Email Format

Financial ServicesPennsylvania, United States2-10 Employees

Ampersand Investment Management is a small, specialized investment management firm based in Bristol, Pennsylvania, in the financial services sector. It creates fund solutions that give investors access to futures-based trading strategies intended to broaden diversification beyond core holdings. The approach relies on bespoke overlays to pursue higher risk-adjusted returns while aiming to manage risk and offer differentiation for RIAs and mutual funds.

Its target clients include RIAs with more than $500 million in assets, family offices, trust companies, mutual funds, insurance companies, TAMPS, robo-advisors, pension plans, consultants, and endowments. Disclosure statements accompany its materials, noting that past performance is not indicative of future results and that there is a risk of loss.

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