What We Do
Our conservative New England heritage hones our focus on value investments across the wealth management spectrum. Value investing, perhaps more than any other style of investing, is more concerned with the fundamentals of a company’s business than its stock price or market factors affecting its price.
Historically, value investing significantly outperforms other investing styles. This focus requires us to analyze downside risk first before entertaining any upside merit. This disciplined approach guides us in creating long-term value for our clients.
Our investment team is composed of Gary Siperstein, former Certified Public Accountant (CPA) and son, Jason Siperstein, Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) professional. Our father-son team have a combined 40+ years experience in all aspects of value investing, bringing decades of time-tested knowledge and applicative learnings to our investment management service.
Unlike big banks, we work hard to minimize conflicts of interest. We select investments on your behalf from the entire universe of investment options including individual stocks and bonds, mutual funds, and exchange-traded funds (ETFs). Every investment that becomes part of your portfolio is one that we are passionate about and would invest in ourselves.
What sets us apart is our deep knowledge and experience investing in small publicly traded companies. This is a segment of the market that continues to remain overlooked by many financial professionals. Dedicating a portion of your retirement assets to this space can add long-term value to your portfolio. We have the confidence and skillset to go against the consensus, allowing us to uncover opportunities others might miss, and the courage to stay the course through market cycles.
We choose our investments carefully, using our own proprietary research, talking to management, directors, and competitors to assess investment opportunities. And because we have remained focused on what we have done so well, we have created opportunities and provided incredible value to our clients.
Our investment management process is personal and built around you, our client. We discuss your investment history, experience, cash-flow needs, and level of risk that makes you comfortable. We draw on these insights to build a portfolio closely aligned with your financial objectives.
We utilize e-newsletters, social media, videos, and phone-calls to keep you up-to-date so you are always informed. Whether it be in person or using the newest forms of technology, we can connect with you in the manner in which you are most comfortable.