Our Investment Philosophy
A Smarter Way to Invest is an Investment Management firm working with both individual clients and Financial Advisors. We provide investment strategies that are managed internally by our team of portfolio managers and investment analysts as well as strategies offered by outside firms with varying areas of expertise that differ from our own.
Internally, we specialize in investment strategies focused on the value investment philosophy pioneered by Benjamin Graham and David Dodd and popularized by Warren Buffett and many others. This involves in-depth fundamental analysis to determine approximately what a company is worth and only buying stock in said company when it is priced at a significant discount to that value. We ignore short term fluctuations in prices that may be based on the fleeting news stories of the day, and instead focus on realizing the long-term value of the securities we hold.