Trusted Guides for the Journey Ahead

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a clear path forward

Our tailored financial planning will enable you to act with confidence. Our process seeks to balance long-term goals while navigating changing tax laws, life events and the ups and downs of the investment landscape. Our planning success isn’t measured by the number of pages generated, it’s about proactive and actionable advice along the way - ensuring clients are taken care of even before they encounter an issue.

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Putting you first

As a fiduciary, we commit to placing your interests ahead of our own. We are a fee-only advisor and never earn more or less based on what you are invested in. We invest for clients in the same way we invest for ourselves and our family members. If it’s important to you - it matters to us.

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everyone deserves a team

Our team based approach simplifies and enhances financial management so that you can sleep well at night. Life is complicated enough without lone ranger advisors attempting to do it all. Our team includes professionals with expertise in financial planning, tax planning and investment management. Our team approach ensures that you’ll have the requisite expertise, no matter what life throws your way.    


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We invest differently so you can live differently.

Our high conviction investment approach seeks to help you retire earlier by improving performance. By owning businesses over long periods of time, we aim to improve after-tax earnings. These Selective businesses demonstrate consistent, predictable and growing earnings power, creating wealth for our clients over time.

 

 
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High Quality businesses

Truly Selective

We believe that high quality businesses share common characteristics. They are powerful leaders in their industry. They have dominating competitive positions. These are just a few of the qualities we look for in the businesses we purchase. You can count on these to perform consistently for you no matter the current market conditions.


Our clients understand what they own and why they own it.


Most Firms are Not Selective

The majority of mutual funds, ETFs, and advisors hyper-diversify by purchasing hundreds of businesses. This investment style guarantees average results - purchasing a mix of weak and strong companies. We believe in concentrating on our best ideas.

 

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Gain boardroom access

Be treated like a business owner

At Selective, we recognize that investors are business owners. We provide a uniquely transparent view into each business you own. We treat you as a business owner, providing you with quarterly boardroom updates. These updates provide a clear and succinct picture of the underlying performance of each business. Unlike daily stock performance, these key performance indicators provide a more accurate reflection of the long-term value being generated by your investment.

Watch a clip from our 2016 Boardroom Update


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