About Us
Addison Management is a dedicated research and advisory firm that helps our clients make smart decisions with their money. Our firm is committed to developing long-term client relationships built on a foundation of ethics, service and trust. We dedicate ourselves to focusing on our clients' investment goals so they can focus on creating a quality of life that reflects their deepest values. Experience, passion, and education are the distinguishing characteristics that set Addison Management apart from our peers.
Service
Most people have taken some steps to address their financial concerns, but many feel that more can be done. The problem is most do not have the ability to distance themselves from immediate concerns, the expertise to know what opportunities are the best, or the time to look at all the possibilities. Addison Management will guide you through the process of seeking a higher rate of return compared to most global stock indices. We do this through alternative investment instruments and innovative strategies, utilizing technical analysis and market catalysts.
Philosophy
Addison is a research and advisory management company adhering to what we call the Business Evaluation Approach. The Business Valuation Approach seeks to identify attractive investment opportunities using a broad definition of value. This approach uncovers securities often overlooked by other investors. Addison Management has used Business Valuation to find value in different types of securities at different points in the economic cycle, particularly early growth stages in varied environments.