Centerstone Investors provides investment advice, primarily managing mutual funds. They focus on in-depth analysis of businesses, seeking companies with financial stability and strong management. Centerstone aims to avoid permanent losses by investing with a 'margin of safety,' buying companies at a discount to their estimated worth. They no longer provide investment advisory services to institutional investors in separately managed accounts or as a sub-advisor for third-party investment advisers.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee applies to mutual funds only.