A disciplined approach to Active Management can play an important role in meeting investment objectives. Asset prices occasionally deviate from Values implied by underlying fundamentals and this creates opportunities that our processes are designed to identify and invest in

We manage investments for U.S. Individuals, U.S. and International High net worth individuals, and Institutional Investors.

Investing in companies with the highest level of expected return is the key to superior long term results.

Whether your individual, Family,  or institutional investor you’re likely looking for the best way to grow to your account to meet your investment objectives.

We are fundamental Value Investors. Utilizing our proprietary research process, our managed account strategy seeks to identify and invest in deeply undervalued securities.

After identifying the top opportunities we then focus capital on 20-25 of the ones we determine to have the highest long-term expected return.

Research shows investing in a concentrated portfolio of undervalued companies is the method with the highest probability of success to outperform over the full market cycle. The managed strategy intends to concentrate its assets on a relatively limited number of investments 20-25 to provide better risk/reward characteristics than overly diversified portfolios.

We plan to achieve our objective through fundamental analysis of individual companies. We seek quality companies that have criteria such as high profitability levels, strong competitive advantages, efficient proven management, and an attractive relative valuation.

Investment account balances, statements, and confirmations are available 24 hours a day through Charles Schwab or Pershing’s, online portal

We understand each client is unique; we’ll customize your portfolio so it’s tailored to you and your objectives. Whether you’re looking for a specific monthly income yield, or a combination between income and long-term growth, we can customize a portfolio for your needs.