Founded in 2007 and based in Fort Washington, PA, Calvin Investment Group is headed by founder Timothy M. McInerney, a registered investment advisor and FINRA member. Tim brings over 25 years of investment management experience to Calvin Investment Group. Our mission is to build a quality diversified portfolio in which assets are productive and being used efficiently to provide a generous stream of income for your lifestyle. We achieve this for our clients by incorporating ‘Cash-Flow Engineering‘ which uses listed options to generate income on your holdings over and above any dividends or interest…and it works! We believe that in our low interest rate environment, income, which is almost non existent, is still a very important part of a portfolio strategy. By building personal relationships, Calvin Investment Group understands each client’s needs and customizes a strategy to accomplish these goals. With over 25 years of experience using options as part of a comprehensive portfolio strategy, we look forward to structuring a portfolio that is productive for you. We have never met anyone who likes to spend their principle. Getting Paid to Buy, Paid to Hold, and Paid to Sell is a very real objective of our firm.
View Top Employees from Calvin Investment GroupWebsite | http://www.calvininvestment.com |
Revenue | $4 million |
Employees | 1 (0 on RocketReach) |
Founded | 2007 |
Address | 1107 Shaw Dr, Fort Washington, Pennsylvania 19034, US |
Phone | (215) 646-2210 |
Fax | (215) 542-0291 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 67 Companies, SIC Code 679 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Calvin Investment Group annual revenue was $4 million in 2023.
Calvin Investment Group is based in Fort Washington, Pennsylvania.
The NAICS codes for Calvin Investment Group are [523, 5239, 52].
The SIC codes for Calvin Investment Group are [67, 679].