A separately managed account (SMA) is a portfolio of individual securities that Fenimore manages on your behalf. Together, we identify your long-term investment goals and develop a plan that suits your needs.
Fenimore strives to build our clients’ wealth over time while providing downside protection through individual stock selection as well as fixed income offerings.
|EQUITY & FIXED INCOME STRATEGIES||SEPARATELY MANAGED ACCOUNTS|
|Value/ Equity Blended|
In our experience, the best way to outpace inflation and build real wealth over the long term is to purchase shares of stock in a select number of carefully researched, quality, durable businesses at a margin of safety.
Our investment strategies adhere to this same approach as we seek to preserve and grow our clients’ capital.
We ultimately rely on our own research and analysis for appraising the creditworthiness of businesses issuing debt, assessing their ability to repay bondholders, and selecting quality securities.