Investment Management
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We Are Fiduciaries
Our mission is to responsibly manage our client’s assets with discipline, conviction, and integrity.
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Independent
Our firm is employee-owned. We are an advisory service, with no products.
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Transparent
Our firm is designed around being operationally transparent to our employees and clients. We provide a custom online client reporting portal.
Our Process
We are fundamental investors with a well-defined and consistent investment process that combines various analytical styles.
We employ actively managed investment strategies. Client portfolios are long-term focused and tax-efficient. Our goal is to generate competitive returns while maintaining a client-centric approach.
We tailor portfolios to our individual clients. We take into account the current macro environment but assemble positions with a bottom-up approach. We ensure that portfolio holdings are in concert with client objectives. Our client portfolios are managed to be tax-efficient with competitive returns.
We provide custom solutions for large single-stock positions. This offering can help manage risk, generate income, and help with long-term planning around legacy positions.
In addition to our portfolio management, we also manage an Alternative investment platform, Bayberry-West Partners, which provides access to the highest quality managers that fall outside of traditional long-only ones such as ourselves.