DISCRETIONARY PORTFOLIO MANAGEMENT
We are a value oriented investment adviser focused on preserving and growing our clients' capital. We utilize fundamental analysis to identify public securities, particularly in special situations commercial real estate, that we believe are trading at either a discount or premium to their intrinsic value. This value oriented investment style and our founder's background in distressed investing often lead us to explore special situations, restructurings, and other opportunities either not broadly followed, or not particularly well understood by the investment analyst community. In addition to discretionary portfolio management, the firm may offer non-discretionary portfolio advisory services on a select basis.
FINANCIAL PLANNING AND CONSULTING
In addition to portfolio management, we offer a variety of independent advisory services to select clients. We have significant experience in the acquisition and workout of distressed companies, real estate and loan portfolios, and are available to assist in the underwriting and diligence of such opportunities should they arise for clients.