Financial Services - Saint Clair, MI, US
A private investment partnership that invests in Midwestern United States based or focused, publicly traded companies. Using proprietary research and strict criteria, a select long-only portfolio is managed by two general partners. The business cycle and holding period of our positions revolves around two to three years. Our target audience are high net worth individuals and family offices focused on wealth preservation and growth. We employ a tax sensitivity when applicable to our holdings.
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