Research

Most investment advisors spend their time selling product. I spend mine reading. Keep in mind investing is my passion.

 

Below is a list of some of the publications we subscribe to and use in our research. We also utilize annual reports, 10-K's, 10-Q's and other company specific reports.

 

  • Outstanding Investor Digest
  • Value Line
  • Value Line special situations
  • The prudent Speculator
  • Morningstar Stock Investor
  • Value Investor Insight
  • Ben Graham Value Letter
  • Grants Interest Rate Observer
  • www.Bankstocks.com
  • www.Gurufocus.com
  • National Real Estate Investor
  • Realty Portfolio
  • Oil & Gas Financial Journal

 

Also the quarterly reports of certain fund manager are very instructive.


Mr. Henry has been a regular attendee of the Berkshire Hathaway annual meeting since 1998. He was also a regular attendee at the Value Investing Congress and Wesco annual meeting in Pasadena, CA. before those events were discontinued.


Click here to read about our "Approach to Investing"

Services

We offer asset management services, ongoing tax planning, as well as tax preparation. We also provide comprehensive estate planning services including trust planning, transfer issues, and charitable giving strategies.