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A letter from our Chairman, Alan N. Culbertson
Dear Investor:
Welcome to the A.N. Culbertson & Company website. We help Clients achieve personal financial freedom and the peace of mind that comes with it. As an independent wealth management firm, we create and manage customized equity and fixed income portfolios for financially successful individuals and their families. In addition, we develop comprehensive financial plans to give them a strategic roadmap for their future.
Each investor is different. You bring a unique set of needs and circumstances as you pursue management of your funds. In addition to growing your assets, you may need to obtain tax-efficient returns, preserve principal, or transfer wealth to future generations. As a successful individual, you may find that you do not have the experience, training, or time to manage your own investments. We work with our Clients to understand their varying needs and customize solutions to meet their goals.
We hope that you will talk with us. As professional investors, we employ our experience and research to identify the best of America’s great companies in which to invest for the future. We do not simply pick and choose stocks or bonds based on market price fluctuations; nor do we try to time the market. Rather, we follow a discipline of staying invested and diversified so Clients can take advantage of time in the market, instead of relying on timing the market.
We believe that we have a covenant with our Clients to help them achieve their most important lifetime financial goals – it is one that we honor and strive daily to merit through an objective and prudent approach.
We invite you to learn more about our investment philosophy on the creation and preservation of wealth for our Clients. Thank you for your interest.
Sincerely,
Alan N. Culbertson
Chairman and CEO
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