Value Investing

Our investment strategy comes from the work of Benjamin Graham and Warren Buffett—value investing through discounted cash flow analysis. It's very simple:

  • Find great companies we'd like to own.
  • Buy shares when they're on sale.
  • Hold them until we're ready to sell.

As with any strategy this simple, the details are important (you can learn more at any time in our simple investment guide). We're here to help you narrow down the possibilities—to find those hidden gems out of the thousands of possibilities, and to tell you when they go on sale.

You decide what and when to buy and sell. We help you pay the right price.