We often borrow from outside industries to describe our philosophy. One advertising slogan from Intel’s cybersecurity business — ‘Protect, Detect, Correct’ — perfectly describes our approach to portfolio management.

PROTECT involves rigorous security selection with Safety, Quality, and volatility filters. It also means protecting clients from impulsive decisions during extreme market movements.

DETECT refers to finding great growth companies at fair value, based on strict fundamental criteria.

CORRECT is the capacity of a company — and its stock — to recover from declines. Every recommendation is a partnership, and we ensure the company has the financial strength to weather storms and bounce back.

Our model does not seek to always find 100 ‘best’ companies. It filters out all that don’t meet our standards, even if that means holding cash while waiting for quality.

Sincerely,

Katz Family Financial