Owning wonderful businesses with secular growth tailwinds and holding those businesses over a long period of time is a critical component of building lasting wealth. Aeternitas client portfolios are designed to own only the best businesses we can find, those exhibiting the highest quality in products, services, management teams, and financial operations, and those in industries with long-term potential for continued growth.
High returns on equity and invested capital, durable business models with honest and highly-competent management teams, sustained track record of earnings and/or revenue growth, and dividend history and record of growth are some of the key metrics we look at when determining what businesses meet our strict criteria for investing hard-earned capital.
Protecting clients from permanent loss of investment capital is of paramount importance to us. We monitor the health of the overall stock market utilizing trend following tools to determine appropriate levels of portfolio exposure and to gauge when there is significant risks percolating under the surface of the broad market. We quantify total downside exposure for all client portfolios to ensure that risk levels are always within an accepted level of client tolerance. We want each client to sleep well at night knowing that we are monitoring their downside risk to the best of our ability.

What We Offer:

Fiduciary responsibility - our singular focus is to do well for our clients
Peace of mind knowing your ultimate downside is being protected
Open, honest, and transparent communication with the people responsible for making investment decisions
Individually-tailored investment approach with rules-based structure to meet your financial needs and goals

What We’re Not:

In the business of gathering assets and churning client portfolios
Set-it-and-forget-it, cookie-cutter portfolio managers
Salespeople - we won’t sell products and we won’t sell stories
Hidden - no hidden fees, no hidden personnel - your money and your managers are always available