Martinelli Management Portfolio believes in “value” investments.
We perceive ourselves as “value” investors. As such, our goal is to attain superior long-term performance by acquiring securities or financially strong companies with understandable businesses run by capable management at market prices significantly below conservative estimates of their “intrinsic value.” In this pursuit, we conduct our own evaluations of individual securities and also invest in comparatively low cost, “no-load” mutual funds whose investment managers evaluate securities with value criteria similar to ours.
We make investment decisions with respect to our client’s portfolios.
Capital Appreciation Portfolios
For clients with a longer-term perspective, usually those who are building assets for retirement or whose immediate financial requirements are met from another source such as salary or rental income, we commonly invest with a view to capital appreciation.
Income-Oriented Portfolios
For clients with an immediate or near-term need to derive current income from their portfolio, usually retirees or clients who for other reasons may not be in the work force, we invest with a view to income-generation.
Balanced Portfolios
For clients who stand in the middle and desire both capital appreciation and income, we advise a Balanced Portfolio which combines elements of our capital appreciation and income-oriented portfolios.
Bedrock Portfolios
For clients whose concerns about principal preservation and protection of the purchasing power of their financial assets outweigh their need for capital appreciation or income (usually clients with a high level of investment assets), we offer a “bedrock portfolio.”