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How We Serve Our Clients
A.N. Culbertson & Company was founded on the belief that wealth is the harvest of a life’s work that permits each of us the opportunity to enjoy financial freedom. Our goal is to maximize growth in our clients’ assets while, above all, avoiding long-term losses. The best way we have discovered to execute these ideals, achieve superior long-term returns, and moderate the risk of inflation is by investing in selective U.S. equities.
A Principled Approach
Three principles guide our approach to the prudent creation and management of wealth:
—Protect the assets by not incurring undue market risk;
—Overcome the effects of inflation risk;
—Maximize growth over time.
An Independent Advisor
Our clients appreciate that we operate independently of any other firm and offer financial planning and portfolio management services on a fee-only basis. Unencumbered by ancillary products and services, we focus exclusively on helping our clients with their planning and investment needs.
Read a letter from our Chairman, Alan N. Culbertson
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