GIM Portfolio Managers
Ian Lucas
Director of Investment Research

 

Chris Mendoza
Director of Investment Operations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Graham Investment Management, Inc. (GIM) is a California registered investment advisor. GIM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where GIM and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Ian Lucas is the President and Co-Portfolio Manager of GIM, which is an investment advisory firm with operations in multiple states. Ian Lucas is an investment advisor representative of GIM.

Chris Mendoza is the Vice-President and Co-Portfolio Manager of GIM, which is an investment advisory firm with operations in multiple states. Chris Mendoza is an investment advisor representative of GIM.

All material presented herein is believed to be reliable but we cannot attest to its accuracy. Investment recommendations may change and readers are urged to check with their financial counselors before making any investment decisions. Opinions expressed on this site may change without prior notice.

This web site may link to other agencies and organizations. When you go to another site through the links, you are no longer on our site and are subject to the terms and conditions of the new sites.

Please review the privacy policies on those web sites to understand their personal information handling practices. We make no representations concerning the privacy policies of these third party Websites.

Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information and Infrastructure Protection Act of 1996 (see Title 18 U.S.C. §§ 1001 and 1030).

Our firm is not affiliated with the family of Benjamin Graham.

Please note: Changes to this legal statement or to the privacy policy will be documented here. Check back periodically for the latest updates.