We invest for the long-term and seek long-term values.
We deal honestly with our clients and do not foster unrealistic expectations.
Our goal is to increase the wealth of our clients within mutually determined parameters.
Traditional methods of diversification designed to achieve wealth preservation
and capital growth have become less effective as correlations between asset classes have increased. As a result we consider alternatives beyond bonds and stocks consistent with each client’s risk tolerance.
Time and patience are allies, not enemies.
INVESTMENT STRATEGY & SECURITY SELECTION
We utilize traditional fundamental analysis to determine relative value.
- Price-to-Cash Flow
- Comparison of Fundamental Ratios to Industry Peers
- Comparison of Current Fundamental Ratios to Historical Ratios
- Competitive Position
- Barriers to Entry
Marlcroft Asset Management, LLC provides Investment Advisory Services based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, Marlcroft develops a client’s personal investment policy and creates and manages a portfolio based on that policy.
Marlcroft provides this service to individuals, trusts, estates, charitable organizations, and corporations. Marlcroft will manage advisory accounts on both a discretionary and non-discretionary basis.
The three founders and owners of Marlcroft, Ernest G. Bentsen, James G. King and Geza John Marx, collectively have over 125 years of experience managing individual and tax-sensitive portfolios.
Marlcroft’s goal is to fill a niche as a “trusted advisor” and become a member of the client’s “team”.
CLIENT RELATION PROCESS
“The key to a good relationship is suitability of mind and purpose”
– Charles Dickens
Our experience has taught us that no two clients are alike in terms of their personal circumstances and preferences. Each client has a unique set of objectives, and it is our challenge to craft an investment plan that is compatible with those specific parameters. We have found that in our business, one size does not fit all.
- Discretionary or Non-Discretionary Management
- Frequency and Type of Communications
- Formulate Realistic Return Expectations
- Establish Risk Tolerance
- Determine Time Horizon
- Understand Tax Situation
- Quantify Income and Liquidity Requirements
- Identify Individual Preferences
- Incorporate Other Assets Managed/Held Elsewhere
- Implement Plan
- Review Plan