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Transcript of Working With RidgeHaven Capital
David Paul Sims, CPA MSA
Goal-oriented portfolio management.
(College, retirement, home purchase, business planning, etc.)
Traditional brokerages charge commissions.
We use discount brokers like Schwab to lower transaction costs.
We do NOT collect commissions or charges.
We prefer individual stock selection and managing overall risk with Exchange Traded Funds (ETFs).
We select stocks that trade below their intrinsic value. A value-based approach is simple to execute and performs better over time.
Our compensation is tied to the growth of your account. We charge a flat percentage of assets under management. We have incentive to grow your asset, but not to generate commissions.
Working With RidgeHaven Capital