Jesse Felder

Therefore we view our clients as partners and are dedicated to maintaining the highest degree of integrity at all times. • Our core purpose is to achieve superior real investment returns over time. Our focus is trained on finding, analyzing and taking advantage of only the most attractive investment opportunities. • We maintain a highly exclusive client base for two reasons. First, limiting our asset base improves the probability of generating higher returns. Second, by serving fewer clients we can ensure the highest quality of personal service. Investment Philosophy At Felder & Company, we understand that our overriding purpose is to manage the portfolios in our care with two prerogatives: protection of principal and long-term growth. Our investment philosophy is firmly grounded in traditional “value investing,” derived from the school of Benjamin Graham and Warren Buffett. However, we marry this fundamental approach with technical analysis, sentiment research and macro-economic analysis to improve our performance results. This proprietary, holistic approach is precisely what we believe to be the key to successful, long-term investing. Although we do not expect the companies we invest in to outperform their peers each and every year we demand that they outperform over a period of years. We expect the same performance from ourselves. Our Approach From the moment we commit to partnering with you as a client, we become your “personal chief financial officer,” offering a complete, personal financial solution. Specifically, we provide comprehensive portfolio management, reporting and investment tax planning services. In addition, we offer personalized consulting on everything from buying a second home to planning your estate. We also put our corporate expertise to work in the area of strategic business planning to help you become a more effective and ultimately more successful entrepreneur. While our core purpose is investment portfolio management we make your business, your finances and ultimately your success our business.