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Dan Neiman
President, Portfolio Manager at Neiman Funds
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Work Experience
President, Portfolio Manager
Jan 2003 - Present · 22 years
Partner, Cio
Jan 2008 - Present · 17 years
Peak Reps, LLC
Partner
Jan 2016 - Present · 9 years
Company Details
11-50 Employees
Neiman Funds Management LLC, advisor to the Neiman Funds, provides investment management services for two mutual funds Neiman Large Cap Value and Neiman Balanced Allocation. Neiman Funds are part of a $350 million financial management group with offices in NY and California. The firm's five partners have more than 60 years of combined investment industry experience. We manage according to two styles, large cap value and balanced allocation. Common to both is an approach which is disciplined and fundamental, with a focus on striving to protect on the downside to more quickly reap potential benefits when the market is in an upward phase. Within both strategies, the portfolio managers strive to produce value for the shareholders, buying investments at economically good prices, and providing access to what we believe are best in breed managers. We are proud of our fundamental, disciplined investment processes and family oriented approach, focusing on what we do best. Our strategies are suited for long-term investors who appreciate consistency and potential for stability.
Year Founded
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Social Media
Linkedin
Industry
Investment Management
HQ Location
6631 Main Street Williamsville, New York 14221, US
Keywords
The Neiman Large Cap Value Fund (NEIMX) and The Neiman Balanced Allocation Fund (NBAFXNBCFX)
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