At Bon Investments, LLC, we manage
investment portfolios on a fee-only basis for individuals, trusts,
charities, and businesses. We strive
to achieve above-average capital appreciation for client portfolios
by identifying those companies likely to grow most rapidly in
the future, and by applying a value discipline so that we buy
them at what we believe
are excellent prices. We seek to find those
companies with the fastest sustainable growth at the lowest possible
valuations
.
While we do have an affinity for stocks of rapidly growing companies,
we still work hard at managing risk. Clients
help choose their own allocation mix, and most client portfolios
are well diversified and include conservative investments,
such as fixed income securities. Within the equity portion of a portfolio
we further seek to reduce risk by emphasizing companies with
clean balance sheets,
profitability, strong management, and attractive valuations.
We do our own independent research at
Bon Investments, LLC, supplemented by various other investment
research services. Our
research is not hampered
by the
conflicts of interest that afflict many of the large Wall Street brokerage
houses. We are not selling securities to you, we
are working for you - ONLY for you.
All client portfolios are monitored daily and actively managed.