Overview
Steven Charles Capital
Investment Advisors
Founded in 1985 in Rochester, New York, Steven Charles Capital provides complete asset management services for employee benefit plans, endowments, charitable trusts and high net-worth individuals. In addition to our headquarters in Rochester, New York, we have a branch office in Centerport, New York, with clients throughout the country.
We believe that the ultimate criterion for judging an asset management company is its investment philosophy.
Steven Charles Capital’s performance is the end product of a rational and rigorous approach. We view buying stock as if we are purchasing the entire business, selecting only those companies that have:
- a sustainable competitive advantage
- outstanding shareholder-oriented management
- long-term predictable earnings growth
- high level of discretionary cash flow
We minimize investment risk by selecting only those companies that meet our strict criteria.
Service + Support
While investment returns are an important part of the equation, our firm is also renowned for providing an exceptionally high level of client service. Every portfolio is individually managed and every client benefits from direct access to decision-makers. We've experienced extremely low client turnover since our inception in the mid 1980s, and we have increased our client base almost entirely through personal referrals.