“Price is what you pay. Value is what you get.”
Sullivan, Wood Capital Management ,L.L.C. is a boutique, value driven, long-term focused, registered investment adviser based in Washington, D.C. At SWCM we believe in the ownership of securities in individual companies and invest in these businesses for the long term. We don’t invest in markets we invest in businesses and utilize concentrated portfolios. The investments we make can be made across all assets classes, stock, bonds, preferred securities and derivatives. The firm offers investment advice to individuals, high-net worth individuals, corporations, non-profit organizations, trusts, profit sharing, and pension plans.
As your assets have grown, it has become clear that preserving and investing those assets responsibly require time, effort and expertise. An individually managed account program offers a powerful combination of professional guidance, access and flexibility, supported by a foundation of research. We have a simple goal: to build and preserve your wealth for the long term.
Our vision is to provide clients with the best possible investment management expertise in a fair, honest and timely format. We first begin by listening to you; we then gather detailed information regarding your financial assets, your objectives and investment expectations. We then build your portfolio with our value driven approach by purchasing securities in companies we deem as being undervalued. Our fundamental goal is to invest for your long term total return.
The result is a more personalized, higher quality portfolio designed to deliver consistent returns and a greater chance of outperforming your financial objectives. Each client receives personal reviews and quarterly reports.