Individual Securities
SVA Plumb Financial’s team of analysts conducts proprietary research using a thorough,
independent, hands-on approach. The goal is to find companies we believe are
likely to perform well under current economic conditions as well as over complete business
cycle. We study companies through an historical context as well as a forward-looking
approach, looking for quality companies we can purchase at a reasonable price.
As we look for prospective companies, we focus on these key factors:
- Financial strength
- Cash flows
- Earnings expectations
We are constantly striving to advance our fundamental research. Over the last several
years, our deeper investigation of the business balance sheet has paid off.
Additionally, we continue to focus on how companies are funded, as we have observed the dangers of
leverage in recent years.
To learn more about the services SVA Plumb Financial can provide for you,
contact us at (888) 856-8801.