Investment management
Know what you own. Know it’s being watched.
We build and manage portfolios, and we stay connected to every position, every market day. This page is about our process — how we decide, how we monitor, and how we tell you what we found. It doesn’t discuss any individual investment, and it isn’t research.
What we do every market day
- Re-open every position we manage
- Re-read the reasons we wrote down
- Note anything that changed since yesterday
- Decide whether it waits for Monday, or doesn’t
An illustration of our internal routine. No security is shown, referenced, rated, or recommended.
What you actually get
What working with us looks like.
A portfolio you can understand.
We invest in businesses you can name, understand, and ask us about — anytime. When we buy something for you, you’ll know exactly what it is and why we own it.
Attention that never lapses.
Every holding in every account we manage is re-checked every market day. Most days, nothing changed — and that’s exactly what we want to confirm. When something does change, we see it the same day — it goes into your Monday brief, or if it can’t wait, your phone rings.
Communication you’ll actually read.
Every Monday you get a short brief in plain English: what happened last week, what’s ahead this week, what we’re watching. If something needs a decision before Monday, we call.
The discipline
Two gates. Every position. No exceptions.
Quality first
A business has to earn its place in your portfolio before we ever discuss its price.
Price second
Once a business qualifies, we wait until its price is below what we judge it’s worth. Patience is part of the process.
Watched daily
Every holding is re-checked every market day. You hear about it Monday — or immediately, if it matters.
Receipts kept
We write down our reasons before we act, and we grade our own decisions afterward. You can ask to see both.
Plenty of wonderful companies never get cheap enough, and plenty of cheap stocks never get wonderful. We need both, and we’re comfortable waiting.
Receipts, explained
We grade our own work — and keep the grades.
Before we buy or sell anything, the reasons go on paper: what the business is, why the price makes sense, what would prove us wrong. Later, we go back and grade the decision. Some grades are humbling, and we keep those too. This isn’t a marketing line — it’s how the process improves. Ask us about a call we got wrong and we’ll show you what we learned from it.
In practice
We’re watching, even when you’re not.
Here’s what daily attention looks like when it matters — a hypothetical example of the kind of situation we’re built to catch.
We’re watching, even when you’re not.
Back in March, you and Kenny agreed on a ceiling: no single holding above 25% of the account. You had no particular reason to think about it again.
One did. By 8:43 the next morning, you knew — not because you checked, not because you asked, and not because it was a scheduled review. Every position is re-checked every market day, and when one crosses a line you set, you hear from us that morning.
What to do about it is your call, made together, on the phone. Noticing it is our job.
A hypothetical illustration of our process. Not actual client communications, and not a recommendation to buy or sell any security. Individual circumstances vary.
See it on your own portfolio first.
The 30-day Test Drive shows you exactly this level of attention on the investments you already have — free, nothing moves, no commitment.
Rensselaer, Indiana
212 South Van Rensselaer Street, Rensselaer, IN 47978
Serving Northwest Indiana and clients in 9 states