CVM’s goal is to maximize our clients’ wealth and financial security by investing to emphasize both capital appreciation and the preservation of accumulated capital.
Capital Appreciation
We seek capital appreciation by means of disciplined, value-oriented investments in common stocks. Investment programs consisting solely of fixed dollar and fixed income investments, such as bank deposits, CDs, treasury bills, and bonds may preserve capital, but will not produce capital appreciation.
Capital Preservation
We protect capital by means of portfolio management, including asset allocation, diversification, avoiding inherently risky securities, and by investing rather than speculating.
