What we do…
We create customized portfolios using individual securities. Each of our portfolios are individually created and managed using a risk and objective based profile for you.
We know what we own, because we only invest in the equity or debt of individual companies. Our portfolios are simple and understandable. We spend most of our time researching public data bases, SEC filings, purchased research, and our best way to find out about a company… we go and visit with management.
After 27 years of investing for others, we have found that people run businesses. We want to own good businesses that are being managed by good people.
Most often we will find value by looking at the debt profile of a company before we look at the asset side of the balance sheet. One of our primary interests is to provide income for our portfolios, and owning specific bonds as opposed to bond funds allows us to be very selective about the companies whose debt we want to own.
Our portfolios are comprised of three items.
Every item in your portfolio is selected by our firm to fulfill our clear mission:
Providing advice to build and maintain wealth.
The files we will require are:
Print file format - .ai (CMYK)
Web file format - .jpg and layered .psd (RGB)