Family CFO Services

The Roundview Relationship

Investment Management

Client portfolios are customized and structured in accordance with Investment Policy Summary's that we develop in partnership with our clients. We are sensitive to:

  • - Client objectives and goals
  • - Risk tolerance
  • - Investment horizon
  • - Current income needs
  • - Tax planning requirements

We manage client capital utilizing a disciplined, value-oriented, and research-driven investment process that combines academic theory and security analysis. At Roundview, we introduce a global perspective to portfolio structure and identify individual securities for inclusion in client portfolios through rigorous analysis.