Bannerstone Capital is an employee-owned independent SEC registered  investment advisor.

We owe our simple mission statement to Charlie Munger, Warren Buffett’s long-time business partner:

“It’s such a simple idea. You want to deliver to the world what you would buy if you were on the other end.”

Bannerstone designs, builds and maintains custom financial asset portfolios for individuals and institutions. Most of the firm’s assets are dedicated equity portfolios. We are fee-only, never collect commissions, never custody assets in-house, and carefully align our economic interests with our clients’ economic interests.

The firm’s investment strategies are predicated on combinations of fundamental analysis, technical analysis and the recent revelations of behavioral economics.  As fundamental analysis is increasingly commoditized, it is our belief the most valuable investment insights are often primarily due to effective anticipation of the actions of other investors. The emerging science of behavioral economics is an essential part of our approach.

Decades of experience, a commitment to excellence, and a consistent willingness to think independently define our firm. We know how.

“If you want to have better performance than the crowd, you must do things differently from the crowd.” Sir John Templeton

Bannerstone Capital Management, LLC is registered with the Securities and Exchange Commission.