Overview

We are not looking to merge or to sell. We are looking to buy a firm that shares our values. Please take a look at our values (take a look at our website http://___

We’re not everyone’s cup of tea. But we are the firm you need if you’re looking for:

Low-risk value investing oriented towards long-term growth
Research-based, fad-free stock selection
Full transparency about what your portfolio contains and why
Custom-tailored portfolio and client experience
Direct line of communication with decision makers
No conflicts of interest
Managers who own the same stocks as you

Last Activity
within 4 months

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