Case Studies
Intentional Ownership is a redefined investment philosophy for values-driven people who want to own what we believe to be excellent companies that promote prosperity, while supporting positive change in our world.
Owning Excellent Companies During the 2020 Pandemic & Bear Market
During the onset of the 2020 pandemic, many investors around the world experienced blind panic. But with Intentional Ownership, we were able to not only help our clients face the pandemic with confidence and a sense of calm—but to actually leverage the year’s...
Mitigating Capital Gains Taxes
One day at Intentional Ownership, the phone rang. On the other end was the CPA working with some of our clients. Let’s call them the Joneses*—a retired couple who was drawing income from their investments. “I can’t help but notice how little the Joneses* are...
How Our 5-Year Cash Strategy Helped Our Clients Win During the 2020 Bear Market
Most investment professionals hold a particular set of beliefs about stocks and bonds—specifically, that stocks are the riskier of the pair, whereas bonds are frequently perceived as safer. We, however, know the opposite to be true. Our investing framework leverages...
We’re Committed to Providing Investments Strategies You Can Trust…
Rooted In What We Believe Are Historically Excellent Companies You Can Count On…
Fueled By Values-Based, Time-Tested Methods Our Clients Love.
Looking For the Nitty Gritty Details?
Learn More About Our Investment Philosophy Here.