A portfolio designed for you.

Investment Management


Know what you own.  Know why you own it.

Go Beyond the Spreadsheet

We believe in the importance of fundamentals:
     // Know what you own
     // Know why you own it

We design investment portfolios that reflect your unique objectives and constraints, relying on our comprehensive Wealth Management process to provide the critical inputs that allow our portfolio management process to work most effectively.

At Basepoint Wealth, we do not hide behind industry jargon, and misguided "industry norms" to create and manage your portfolios - we put in the work to understand you, and your goals, and manage your money accordingly.

Our Investment Philosophy

Our investment philosophy is built on a set of principles designed to guide us through every political, economic, and market climate. Our Principles are convictions that we believe to be objectively true and not influenced by market fads. They are not mathematical in nature because they do not depend on interest rates, economic growth rates, P/E ratios or other market metrics often cited in news media. 

Principle 1
Contrast investment versus speculation

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Principle 2
Invest with a margin of safety

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Principle 3
Define risk as the permanent loss of capital

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Principle 4
Carefully manage liquidity

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Principle 5
Think long-term

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Principle 6
Appropriate use of diversification

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Principle 7
Carefully consider costs

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Request an Appointment

In a brief introductory conversation we can get to know you, your situation, and then connect you with an advisor that best fits your needs and goals.

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