Be selective. Buy the best.

We're selective about the businesses we buy — focusing on debt-free companies with dominant market positions and outstanding growth.

We believe you should be selective too.

Since inception an initial investment of...


Amounts below adjust based on your starting investment.

Is worth...


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Initial Investment


“Year End Value” is calculated using the composite average of realized gains for each security minus any changes in current holdings and annual management fees. “Change in Current Holdings” include price changes in any securities held as of December 31st for that year. The composite average is used to calculate the portfolio weight of each security to determine the realized gains on a hypothetical initial investment assuming an account was opened at the firm’s inception (March 2013). Figures are updated daily prior to market open. The positions' weights and returns are calculated net of all fees using TWR of a composite average based on accounts greater than $10,000. Real results vary by account.

Past performance does not guarantee future results, and a loss of original capital may occur. There is always the inherent risk that Selective Wealth Management will not outperform the market or other investment advisors. Completed Deals for each calendar year include all businesses sold during that year. Unrealized gains/losses are not included in the annual listing of completed deals. For information on unrealized gains/losses and total returns for the year view the Annual Report provided for that fiscal year.

Returns presented for business deals are total returns. The information herein should not be construed as a recommendation to purchase or sell any particular security or an assurance that any particular security held in a portfolio will remain in the portfolio or that a previously held security will not be repurchased. It should not be assumed that any of the security transactions or holdings shown have been or will equal or exceed the investment performance of the securities discussed.

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Our Selective Process

We believe that superior investment results can be generated over long periods of time by investing in the best companies. For that reason, we concentrate our investment portfolio on roughly 12 to 14 select companies that demonstrate strong business performance. Our philosophy is simple:

Purchase the world’s most impressive businesses at brilliant prices.
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Most Firms Are Not Selective

The majority of mutual funds, EFTs, 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 the best.

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We Are Selective About
Our Clients

We expect our clients to behave like business owners, and in turn, we treat them like business owners. We have created an innovative way to clearly communicate how your businesses are performing, so you will know exactly what you own and why you own it.

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Education Is Valuable

When clients understand that wealth is built through ownership of successful businesses over long periods of time, it gives our firm a competitive advantage when making investment decisions. We have created a video library to help current and prospective clients learn more about what it takes to appreciate business ownership.

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Due Diligence

We Know You Are Also Selective

Choosing who will manage your wealth is one of the most important decisions you will make. We have compliled a list of frequently asked questions, including all fees associated with your account, to help your selection process go smoothly. Click "Due Diligence" below to answer any questions you might have prior to investing.

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