Intrinsic Value Partners, based in Phoenix, AZ, is a trusted investment management firm founded in 2012 by a seasoned team with over 45 years of collective experience. Specializing in discretionary investment services for a diverse range of clients, including trusts, institutions, small businesses, and individuals, the firm focuses on building customized portfolios through careful research of stocks and mutual funds to help clients grow their wealth while minimizing risks.
With a unique investment philosophy centered on active management and long-term buy and hold strategies, Intrinsic Value Partners prioritizes investing in high-quality businesses with competent and ethical managers. The firm's approach includes thorough research of companies through reading SEC filings and annual reports, aiming to identify opportunities where stocks are trading at a discount to their true value, ultimately seeking to act in the best interests of their clients as trusted financial advisors for life.
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