Value — Fundamentals of Investing
Each generation is presented challenges to CONVENTIONAL WISDOM — our grandparents by The Great Depression, our parents by Woodstock & People’s Park and now the confluence of Social Security-Medicare-Housing Finance bubble bursts. There is Value in Returning to Fundamentals. When was the last time that you considered the following:
The Declaration of Independence
The Constitution of the United States of America
The Intelligent Investor by Benjamin Graham
FUTR Family Management employs all three in its governance, investing discipline and client care. Families will enjoy the benefits of “three branches” monitoring the activities of the other — Custody, Portfolio Management, & Family — to better focus on the fulfillment of the family’s goals. Portfolio Management is characterized by security selection having  margin of safety and intrinsic value with constraints of the defensive, enterprising and special situation criteria. All this is accomplished by the inalienable Rights created and identified in The Declaration of Independence to establish the divine right of the Individual versus Ruler, to establish property rights and the pursuit of that which makes us happy. Three important fundamentals: Life, Liberty, Happiness (Aristotle’s reflection of credit on the individual).
FUTR Family Management is dedicated to preserving multi-generational wealth through superior organizational and financial advice to families, protecting their legacy and encouraging family member participation in the process . . . which is fully transparent.
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