At Peace of Mind, our disciplined approach to wealth management is focused on achieving superior risk-adjusted returns for our clients. Balancing risk and reward is what we strive for (hence the logo!).

Our investment philosophy is simple: we buy fantastic companies, at great prices.

Our years of differentiated expertise on Wall Street help us to 1) separate the great companies from the good, and 2) use our valuation skills to discern what is - or is not - already priced into shares.

We are different from most other wealth managers:

• We are a fiduciary. We do not sell any products or earn commissions. Being a steward of your capital is our only mission.

• We conduct our own, independent, equity research. When considering an investment, we don’t borrow opinions from others. We model each company’s revenues, margins, and earnings, leveraging our industry expertise to forecast future earnings and cash flows.

• Our founder cut his teeth in equity research on Wall Street just as the financial crisis was getting started. He survived every round of layoffs, became a lead analyst, and went on to be a senior member of a highly ranked team at UBS, as judged annually by Institutional Investor, a media publication that annually conducts a survey of the world’s mutual fund, pension fund, and hedge fund analysts and portfolio managers, who vote for the equity analysts they think provide the most valuable research.

• We establish investment opinions based on what we think companies as a whole are worth… not the price of shares, stock charts, or P/E ratios. We leverage our valuation expertise to find undervalued companies with sustainable competitive advantages, attempt to buy at historically attractive valuation multiples, and only those that fit within our clients’ individual risk profiles and tolerances.

• We measure our investment performance not just against the S&P 500’s return, but against the risk profile of our clients’ investments. Measuring risk-adjusted returns is about being honest with our clients. And honesty is about respect. Respect for our relationship, and respect for the years of hard work that you put in to build your assets over time. Higher returns aren’t superior returns if an inordinate amount of risk was required to generate them.

• At Peace of Mind, we earn our clients’ trust. Every. Day.