Our Investments

These are "Our Investments" because the majority of investments I research and invest in on behalf of clients I also own myself.

For clients that would like their investments to match their values as closely as possible, I focus on individual stocks, individual bonds, and individual private investments. A side effect of this focus is that there will be no or minimal investments in Mutual Funds or Exchange Traded Funds. This provides additional benefits by minimizing investment expenses and increasing tax efficiency through minimizing capital gains.

* For clients that are not comfortable investing in individual investments, mutual funds and ETFs will be used.

All investments are researched extensively and short, concise research pieces on each investment are available to all clients. Without using industry jargon each research piece explains:

1) What the investment is

2) Why it is a good investment

3) Why it is likely to continue to be a good investment

4) Why we can buy the investment at an attractive price

5) What the risks to our assumptions are, and why it may end up being a poor investment 

6) What would cause us to sell it?

Current Investments

Select examples of current holdings and potential future holdings: