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Investment Management

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.

Investment Committee

We deploy a rigorous yet flexible process to design customized investment portfolios, keeping your best interests in mind. Our Investment Committee, comprised of investment professionals and financial advisors with years of experience across all types of market cycles, convenes regularly to set the course for our strategic portfolio recommendations. 

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. 

  1. Contrast investment versus speculation  |  Read More
  2. Invest with a margin of safety  |  Read More
  3. Define risk as the permanent loss of capital  |  Read More
  4. Carefully manage liquidity  |  Read More
  5. Think long term |  Read More
  6. Appropriate use of diversification | Read More
  7. Carefully consider costs