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 management authority for trading decisions. You can speak to us at any time about our ideas and your portfolio structure.

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

You need help so we spend all of our time doing what we love, searching the total marketplace for unique income and value securities that seem poised to appreciate and placing them in a portfolio just for you.

We leverage contacts and research resources developed over 45+ years to discover our investment ideas.

Our reason for creating this service now is that we see a need. People have money to invest but may want to avoid the risk of popular stocks and indexes cycling down. This requires them to own ideas different from the crowd that have upfront benefits like income and value support which can withstand market turmoil.

We did this for more than 20 years before and are excited that this style could be returning.