745 McClintock Suite 227 Burr Ridge, IL 60527
PH: (630) 581-5627   Fax: (630) 581-5630
Investment in Philosophy

Opportunity Always Exists…

We firmly believe that opportunity always exists in the market. By focusing our research on companies with strong revenue and earnings growth, solid balance sheets and successful products or services, we seek to identify those investments which can appreciate in price in all market environments. Using these companies as a framework, we structure portfolios to meet the unique investment objectives of our clients. We monitor all stocks and portfolios on a daily basis to ensure they continue to meet our fundamental criteria and remain reflective of our society and your long term plan.

Diversified, Multi-Cap Approach…

By far the most difficult aspect of asset management is achieving and maintaining the proper balance. Here is where our hands-on experience and time-tested methods of diversification have made us unique. Our diversified, multi-cap approach to equity selection gives us the flexibility to adjust our portfolios to changing market conditions. At times growth investing will prosper, while in other periods a value approach will work. Then again small caps may take center stage while large caps languish. Experience has taught us to keep an open mind.

Performance Measurement…

When speaking with new or potential clients, we are often amazed to discover that many don’t really know what their past performance has been. Sure they know whether they’ve made or lost money, but they have no “standard” of measurement. At Borthwick Associates, you will receive an easy to read performance report summarizing how your portfolio fared versus select market indexes after every quarter. And because short term performance is not a very reliable indicator of long term success in today’s extreme market volatility, this report is also cumulative. Cumulative performance is a more useful tool in determining where we stand in meeting your long term investment objectives.

Good Communication is Key…

Because we take the time to understand each client’s financial and emotional background, we are able to build quality, lasting relationships. We strive to keep our clients informed through the addition of new links to the Articles of Interest page on our website and quarterly performance summaries. Understanding that investment objectives can change, we encourage a “face to face” review at least once per year, and of course your call is welcome anytime you have a question or comment. Our professionals are always accessible and are dedicated to making you feel comfortable about the way your assets are being managed.