Investment Management
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.