- A Holistic Approach — Before an investment program can be established, we must fully understand our clients’ financial objectives, needs, concerns, and aspirations. Having the “complete picture” enables our team of professionals to manage portfolios in alignment with our clients’ key objectives.
- Multifactor Investment Research — Roundview Capital’s process utilizes an analytical and research-driven approach to make rational investment decisions. Our team continuously tracks and monitors a wide variety of valuation measures, macroeconomic data, asset classes, and sentiment indicators. We analyze a broad spectrum of companies in order to make assessments of different business models and opportunities across the capital structure.
- Risk Management — Those who make the best choices in life tend to understand risk and manage it well. Roundview Capital has successfully guided its clients through periods of investor over-exuberance and market panic.