Our Firm

Established in 1983, Briarcliff Capital is a Florida-based registered investment advisory firm (with affiliates in New York and Ohio) and member of NASD.   We offer a full range of investment services:  investment advisory accounts, brokerage accounts, retirement accounts, corporate consulting, and independent research.  All accounts are held at our correspondent Penson Financial and receive full SIPC and excess SIPC protection.

 

Mission

We provide the highest level of investment management service by strategically constructing portfolios for clients who seek superior performance over a 3- to 5- year time horizon.   Our team is solid and resourceful, representing over 75 years of combined experience in the securities business.  Click here for biographies of key personnel.

 

Philosophy

For each portfolio, we use a bottom-up, research-driven analytical approach to select companies that:  trade at a discount to intrinsic value; sell at low multiples to sales, earnings, cashflow and/or book value; provide high returns on invested capital; are led by management expected to grow shareholder value over time.

 

Strategy

We adhere to a disciplined methodology of identifying attractive businesses, and then only investing in them if they are selling in the stock market at an attractive discount to what we believe they are actually worth.  In a nutshell, we firmly believe that good companies only make good investments if you buy them at the right price.

 

Performance

We are dedicated to achieving superior long-term returns with special emphasis on minimizing risk.   We believe our investment insight is enhanced by our in-house, independent equity research team, which is untainted by investment banking conflicts of interest.

 

Client Care

We treasure our relationships and treat each client with the utmost in personal attention and dedication.   You can rest assured that you will never get “lost in the shuffle” at Briarcliff Capital.