Investment Strategies
Investment Strategies
A strategy that prioritizes protecting your assets needs a foundation in good research. What’s most important to us is that you don’t lose money. We specialize in strategies that safeguard your investments so when big gains come you can have confidence that we’re able to protect them.
We’re constantly analyzing and asking questions on your behalf- Do you have too much in low return fixed income? Are the funds you own appropriate anymore ? What if the U.S. stock market would go down the next decade?
We’ll work with you to create an investment plan that is in line with your goals, continue to monitor progress, and adjust as life brings change.
Call us today to get started:
Taylorville, IL: 217.824.4211
Columbia, MO: 573.808.1959
Read more about Investment Strategies
A look at our investment process. Part three
Part 3 investment process: Franchise value or finding and valuing long term compounders In our previous segments we highlighted our first 2 steps in our investment process. First is asset value. This could be what it would cost for someone to replicate the assets of...
A look at our investment process. Part two
A valuation of Dollar General Last time we went through our first detailed step in the valuation process. Using Madison Square Garden Sports (MSGS) as an example we valued the assets of the business. We then compared that to the stock price. After doing that we came...
A look at our investment process. Part one
PART ONE: AN ASSET VALUATION There are many different methods to value a business. Discounted Cash Flow, finding sustainable operating profit and applying a multiple, Price to Earnings ratio etc. All could be applicable at various times depending on what type of...
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.