Using unbiased and proprietary research, we professionally manage portfolios for families, businesses, individuals, and institutional clients. We provide personal investment oversight and investment risk management for taxable and tax deferred retirement accounts.
We offer independent, fee-based investment management for clients with IRA, Roth IRA, 401k, 403b, Pension Plan, or other retirement plans and rollovers.
We recognize that taxes and fees have a large impact on the success of your financial strategy, and we monitor accounts with a consideration for tax implications. We provide assistance in designing financial strategies to include tax advantaged accounts.
Our goal in managing your investments is to obtain long-term appreciation of capital by buying financially strong companies at a discount to their intrinsic value based on our estimate of their future earning ability. We look for companies that have sustainable competitive advantages that should allow them to earn greater than average returns on invested capital for years to come. In addition, companies we buy must operate in industries with favorable long-term economics and must have trustworthy management that is dedicated to and capable of enhancing shareholder value.
We aim to increase the value of your portfolio by focusing on a small number of companies that meet the above criteria, and holding them for long periods of time. We aim to keep turnover low, only selling a company if the underlying fundamentals of its business or industry have eroded or appear likely to erode, or if we believe the price we can sell it for is far above our intrinsic value estimate. This low turnover will increase tax efficiency and reduce costs for our clients. We believe this focused strategy improves our ability to beat the long-term returns generated by the average investor.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. The firm, and persons mentioned in this site may only transact business with residents of Missouri or Nebraska or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.
KIRWAN CAPITAL, LLC | PATRICK J. KIRWAN
13000 CR 348 - ST. JOSEPH, MO 64505 - | MO. 816.385.5266 | NE. 402.212.0519 | E-MAIL
TOLL FREE (888) 666-8117
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