What We Do
Our approach to value investing for our clients’ individually managed accounts is “active money management” and can be summarized in one sentence: We “Cherry Pick” the highest quality companies in order to buy them at a discount, relative to what our analysis determines the company to be worth. Our Motto: “Best Picks. Better Results.”
In years past many financial advisors were primarily engaged in the securities transactional side of the business as registered representatives. With the flood of more and more regulations facing securities representatives, many are asking.”is there a better way…?” Absolutely!