Addison at a Glance
Addison Capital is a Registered Investment Advisor (RIA) that is privately owned and managed. We value our independence and ability to provide unbiased financial advice. We provide no brokerage services and offer a conflict-free business model. As a fiduciary, we are sitting at the table next to you, helping you make intelligent investment decisions to achieve superior capital appreciation in the long term.
- Previously a Five Star Morningstar Rated Co-Manager
- Previously a Five Star Lipper Rated Total Return, Preservation, and Consistency Co-Manager
- Conservative Value Approach
- Three-Pronged Model: Technical, Economic, and Fundamental
- Portfolios are monitored regularly
- Client Specific Constraints (tax, compliance, social, etc.) are integrated into our process