Timothy Steenwyk is a registered investment advisor providing portfolio management services to individuals, trusts, charitable accounts, and retirement accounts. The firm utilizes a fundamental value investment approach inspired by Benjamin Graham, focusing on long-term capital appreciation by investing in undervalued public companies. Timothy Steenwyk operates as a sole proprietor managing portfolios on a discretionary basis, making buying and selling decisions without requiring prior client approval for each trade. The investment strategy emphasizes patience and a long-term horizon, accepting periods of short-term underperformance in pursuit of long-term gains. The firm does not offer financial planning, tax preparation, or other non-investment services, focusing entirely on stock market investing using a disciplined, low-turnover approach.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 2.00% |
| $4.0M - $8.0M | 1.50% |
| $8M+ | 1.00% |
Fees are billed semi-annually in arrears. Fees are not negotiable.