OUR OBJECTIVE IS TO COMPOUND OUR CLIENT'S CAPITAL AT HIGH RATES OF RETURN OVER THE LONG-TERM. 
 

About Isadore

Independent & Fee-Only

Isadore is a fee-only, registered independent investment advisory firm, serving individuals through Investment Management and Financial Planning.

 

Isadore's objective is to compound capital, over the long-term, by investing in high quality, undervalued stocks through the time-tested approach of value investing.

Isadore does not use managed money programs, third-party providers or mutual funds that add unnecessary costs and sub-par results.

Founder & CEO

Neil has more than 15 years of experience serving clients with their business and individual retirement and investment needs.

 

Neil double majored in Personal Financial Planning and Investments and started his career at one of the largest brokerage firms in the country. Through his career, Neil has gained a diverse understanding of the Institutional, Brokerage and Independent channels.

 

It is through Isadore that Neil can offer an independent, transparent and fee-only wealth management practice for his clients. 

Why Our

Name Isadore?

Two reasons:

 

Isadore is the name of a beautiful area in Northern Michigan that is no longer identified on a map. However, those who "discover" the area realize its value.

 

The area is also named after St. Isidore the Farmer, a humble man who is now the patron saint of farmers.

 

We strive to serve our clients with humility and become that "discovered" destination they value and appreciate for years to come.

 

Investment Process

Isadore sees a business, most investors see a stock price.
Objective

Isadore has a simple objective, to compound our capital at high rates of return over long periods of time, focused on our client's objectives and tolerance for volatility.

To do this we focus our investment process on designing a portfolio of investments in above average businesses or opportunities, at undervalued prices, creating a margin of safety.

Filtering Process

To achieve our objective every investment goes through a series of questions to determine if it should be included in our portfolio. The four areas focus on the business itself; management, financial qualities, and market price. Below are a couple of questions asked in each area:

Business

1. Is the business simple and understandable?

2. Does the business have a consistent operating history and favorable long-term prospects?

Management

1. Is management rational?

2. Are they candid with shareholders?

Financial Qualities

1. Does the company have high returns on invested capital?

2. Does the company have/had high profit margins?

Market Price

1. What is the "intrinsic" value of the business?

2. Can the business be purchased at a significant discount to its value, creating a margin of safety?

             The Isadore Way

  • Turn off the stock market.

  • Buy a business, not a stock.

  • Manage a portfolio of excellent businesses at attractive prices.

 

Financial Planning

For individuals looking to find answers to life's "what if" questions, Isadore provides Financial Planning tailored for your specific concerns.

 

Questions like, "Will I have enough retirement income?" or "What if inflation rises faster than expected, will I be ok?" are answered by taking these what if concerns into consideration and stress-testing your financial plan against them. This gives our clients the clarity and the peace of mind they need so they are prepared if the unexpected happens.

-CONTACT-

Office: (231) 922-9905

Fax: (231) 922-9915

 

13561 S. West Bay Shore Dr.,

Ste. 200

Traverse City, MI 49684

Email: Neil@IsadorePrivateWealth.com

Office Hours:

 

Mon - Fri: 8:00 a.m. - 5:00 p.m.

​​Saturday: Closed

​Sunday: Closed 

IsadorePrivateWealth.com