Wednesday, November 25, 2020
  • Dow: 0 0 (0)
  • NASDAQ: 0 0 (0)
  • S&P 500: 0 0 (0)
To speak with a financial advisor
please call: 212.533.5895

Ideal Asset Management LLC

come build with us

discover more

Investment Principles

To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks.


Benjamin Graham

  • In-house analysis allows for unbiased perspective of markets
  • Acquiring stocks that provide dividend income and significant capital appreciation potential over the long-term.
  • Investing in dominant companies which have significant barriers to entry in their respective industries thereby reducing risk.
  • Purchasing securities at considerable discount to their intrinsic value.


Ideal Asset Management
2017 Performance

Ideal Asset Management’s performance exceeded that of the S&P 500’s. Our guiding financial philosophy allows us to capitalize on volatile market conditions. We are able to recognize and profit from ever present opportunities.

see other stats

*Performance is net of fees
*Returns for S&P 500, DJIA and Nasdaq are total returns including dividends
*Past performance is not indicative of future results


Inside The Ideal

Value Investing Outlook for the 2nd Half of the Year

So far, value stocks have underperformed in 2018 especially when compared to FANG stocks and other higher growth names in the market. This underperformance makes sense since most value stocks were either overvalued or priced for perfection entering the year. The good news for value investors is that underperformance in 2018 has made valuations more […]

Facebook Shares Could Gain More In 2018 Than Its 55% 2017 Return

After a stellar 55% return in 2017, Facebook (NASDAQ: FB) shares have the potential to return even more for investors in 2018. With the company set to announce its Q4 2017 earnings after market close on Wednesday, January 31, investors will be paying close attention to not only how the shares perform against analyst expectations, […]

Facebook Trades At A Similar Valuation to Google, Despite Growing Twice As Fast

  When comparing two companies in the same industry, investors are usually willing to pay a higher P/E multiple for faster growth. Since the investor is getting more earnings growth from the faster growing stock the investor usually has to pay a premium vs. its slower growing counterpart. In the case of Facebook and Google […]