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Investment Management

Selective Value Philosophy

We begin with the fundamental investment concept of searching for value.

Investment Philosophy

My Wealth Chart Selective Value Investment Philosophy

All Investments have risk

We try to find where a particular risk has been over-priced by the markets.

Search for Investment Value

We believe market price does not always reflect the true value of a business.

Personalized Portfolio Management

No two portfolios will be exactly alike.

Contrarian Mindset

We prefer to look for unloved, under-appreciated investments, which are likely to be contrary to popular opinion.

Analysis over Prediction

We use fundamental value-based approach instead of trying to predict markets.

Diversification of Risk Factors

Our investment categories include Timed Event, Non-Specific Timed Event, Long-Term Value Extraction, Contrarian asset class.

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Our associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Any documents and materials presented herein have NOT been reviewed or approved by ExxonMobil or any other company and may not be accurate representations of documents and materials published by ExxonMobil or any other company.

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Insurance contract obligations are subject to the claims paying ability of the insurance company. Annuities are not FDIC or NCUA insured, not bank guaranteed, may lose value and are not a deposit. Products and features are subject to state availability. Limitations and exclusions may apply.

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