What We Do
We manage client accounts on a discretionary basis. Our focus is on investing our client’s assets in stocks using a disciplined strategy based on our own fundamental research & analysis.
Our Investment Philosophy
We employ an investment strategy we refer to as “Value Plus Favorable Change.” In so doing, we invest in stocks that are undervalued, “unloved,” but which have improving fundamentals.
Meet Our Management
President Richard E. Greulich, Jr., is a graduate of the Northwestern Kellogg’s School of Management. Rich has over 40 years of experience in the investment/wealth management business and has focused on helping families and small businesses grow their portfolios.
Read More