Custom Portfolio Management

We are domestic equity investors and are focused on long-term investing. Our goal is to provide your money with superior returns while limiting the level of risk needed to achieve this objective.

We look to invest directly in the common stock of companies with the following characteristics:

  • Sustainable, innovative companies with industry-leading market positions that are currently or trending towards generating significant free cash flow;
  • Competent and thoughtful management
  • Promotes the interest of its shareholders while simultaneously protecting the reasonable interest of its employees.

Additional Portfolio Management Features

Transparency

Full transparency on positions held and trading activity.

Investment Strategy

Primarily U.S. equities. Long only. No leverage or derivatives.

Broad Diversification

Generally hold 15 to 25 stocks per portfolio with no more than a 5% concentration in any one security. These amounts may vary depending on the circumstances.

Liquidity

Your money is not subject to any mandatory holding period. You may add funds or withdraw funds from your portfolio at your discretion.

Account Structure

Each account is managed individually, but accounts generally hold the same securities in more or less the same percentages.