The Loudon experience

At Loudon Investment Management, our goal is to deliver financial well-being and peace of mind to our clients.  We emphasize long-term performance, low turnover and tax sensitivity within our taxable portfolios.  We engage our clients to better understand their own objectives and how we can work to meet them.

We prioritize RELATIONSHIPS over transactions, SOLUTIONS over individual products and OUTCOMES over confusing benchmarks that often obscure true value added. We manage volatility and risk through a careful examination of each investment’s fundamentals as well as its response to financial market developments. We work to structure portfolios that are more than just a collection of individual investments.

Peace of Mind

The purpose of Loudon Investment Management is to deliver financial management and advice so that you can trust us with your future. Our objective is to achieve reliable and consistent performance results through a focus on yield and value investing. We emphasize long-term success, creating unique investment portfolios suitable to the needs of each client. Our commitment to client service and clear communication is integral to our investment process.

Our Core Values

Our core values include independent investment thinking and conviction in our investment selections.  However, we retain the flexibility to change our minds, which is key to our investment style.  We take a 24/7 approach to client service.  Clear, thoughtful communications support our close-knit relationships with our clients.

Loudon Investment Management is a family owned business.  We own the same investments as our clients.  Our business grew out of a desire to help families other than our own to achieve success in their personal financial affairs.  For more than 17 years we have been working with our clients to build, grow and preserve their dreams.

Relationship Driven

Our focus is on what matters to you rather than our own goals, solutions and outcomes.  We prioritize RELATIONSHIPS over transactions, SOLUTIONS over individual products and OUTCOMES over confusing benchmarks to manage risk and manage for the long-term.  Our intimate understanding of each client allows us to deal with change as it unfolds, acting rather than reacting to respond to change as it occurs.