Our clients’ private accounts are managed by a team of experienced investment professionals. We work with each client to develop a personalized investment portfolio designed to meet the objectives specific to that client. Then, using the underlying architecture of our investment philosophy, we build a portfolio according to those objectives. We report to each client once per quarter, assessing our recent performance and giving a frank evaluation of the outcomes.

What Makes Us Different

We are passionate about value investing. We have diligently studied the strategies, discipline, and success of a number of value investing luminaries–including Benjamin Graham, Warren Buffett, and Charlie Munger–for many years. Our adherence to this investment philosophy is unwavering; we do not alter our way of thinking to chase the next hot sector or the latest Internet IPO.

Inkwell’s principals invest their own portfolios in the same way they manage their clients’ portfolios. We “eat our own cooking.” Few investment managers follow this simple dictum that not only ensures that the manager will act with the client’s best interests in mind, but also incentivizes him to act with due care when selecting investments.

Inkwell is an independent firm aspiring to the highest ethical standards, seeking to avoid real and perceived conflicts of interest. We are passionate about our fiduciary responsibility of placing our clients’ interests and goals ahead of our own. We are humbled by the trust placed in us by our clients, and all investment decisions are made with a conscious analysis of the risks involved.