2101 E Murray-Holladay Rd, Ste 200, SLC, UT 84117(801) 352-8166

Investment Style

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We are committed to consistent investment performance through “value investing.” We seek to invest in companies that are “undervalued” relative to their ability to grow earnings and expand profit margins. Dividend growth, expanding profit margins, strong balance sheets, and capable management teams are important to us. We seek investments that can outperform over the intermediate term.

21 years of growing success

The firm’s assets under management have grown consistently over the past 21 years of operation – a function of investment performance and low client turnover. Our acclaimed client service includes regular reviews of client accounts to optimize diversification and asset selection relative to the client’s investment objectives.