We invest in a small number of what we believe to be extraordinary businesses that are run by talented and honest managers who wisely reinvest free cash flow. Our investment objective is to compound our investors’ capital at above-average rates of return over extended periods of time, while incurring a below-average level of risk.
Our Investment Philosophy
A Vanguard study revealed that over the past 50 years the gross returns on the stock market averaged approximately 11% a year - $1,000 would have grown to $184,600.
Unfortunately the same study also revealed:
Fees - management, advisory, etc. - reduced $184,600 to $74,400.
Taxes - reduced $74,400 into $37,000.
Inflation - reduced $37,000 into $5,300.
Well Done Wall Street!
It's not that complicated - But it does require discipline.
The proper way to dollar cost average.
How most individuals, and some professionals, do it.
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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the Firm for further information.
OFFICE ADDRESS
JH Kaufman LLC
401 N Michigan Ave, Suite 1200
Chicago IL 60611
ABOUT JH KAUFMAN
Founded in 2017, we are a premier advisory firm that
redefines and elevates the financial services experience for the
benefit our clients, not ourselves.