Income/Value Securities Portfolio Management

We want your part in this to be easy and for you to be confident that we can help you.

So, you open an account at Schwab and provide us with trading authority. You can speak to us at any time about our ideas and your portfolio structure.

You get performance reviews on demand, have a competitive fee, and can end the service at any time.

What We Do

Passion is essential in this new service because it isn’t a cookie cutter idea .

The portfolio management process is specialized. We will select managers who have unique styles in the value/ income area. One glance at their portfolios shows you that .They look for off the beaten path values and attempt to provide gains but make risk management the main focus.

I will concentrate the portfolios on the best ideas much like the most successful investors that I have followed for decades. If a single stock is bought it means I have a strong belief in it.

Each portfolio is personally developed. So you don’t need to compromise your risk attitude or return hopes. We adjust to you.

I am excited to resurrect the research I began in 1976 and adapt it to now. I think the times are changing to favor income and value rather than index investing.

Most importantly my core value is flexible thinking. Investing is a tough business so I need to admit mistakes and move on. Constant research is finding new ideas frequently. Need to work hard. The famous golfer Ben Hogan said “ the harder I work, the luckier I get”.

Call me to discuss one of my latest ideas to understand my process.