$100MM AUM in Oakland, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Oakland, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
# of Accounts
350
Avg Client Age
68
Overview

Value Investing
As disciplined value investors, we are bargain hunters to the core. We find undervalued companies when short-term problems and investor pessimism cause stocks of growing, established businesses to temporarily go out of favor. When most investors are focused on the short-term, it becomes possible to acquire stocks at prices that ignore the long-term value of the company. Over time, we believe that good companies bought at discounted prices lead to above-average returns.

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