Investment Management

Investment Management Approach

Roundview Capital manages client capital utilizing a research-driven, disciplined, and multifactored investment process that has been refined over time. Our investment approach has been guided by three general principles:

  • 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.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the needs of the client and the terms of the engagement. Roundview does not serve as an attorney, certified public accountant, or insurance agent. Roundview does not prepare estate planning documents or sell insurance products.

Copyright © 2022 Roundview Capital, LLC.

Roundview Capital is an SEC-registered investment advisor located in Princeton, New Jersey. When the number of our clients in a state meets that state's registration requirements, Roundview Capital will notice file in that state. This website provides general information about Roundview Capital and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click here for additional Disclaimer and Regulatory Compliance Information.
Owls have long been symbols of wisdom and insight. They are uniquely gifted with outstanding vision because they are capable of fully rotating their heads and seeing in the dark. At Roundview Capital, we believe that each client benefits from our well-rounded team of professionals who have domain expertise in all core aspects of wealth management.