Fields Gottscho Capital Management LLC

Fields Gottscho Capital Management is an independent, SEC‑registered investment adviser that serves individuals, high‑net‑worth clients, trusts, retirement plans, charitable organizations and business entities. The firm offers discretionary portfolio management and ad‑hoc investment consulting and manages roughly $324 million for a relatively small client base supported by a four‑advisor team.

Investment strategies are primarily equity‑focused across domestic and international common stocks and are managed under two named styles, "Growth" and "Growth and Income." The firm uses fundamental, technical and cyclical analysis, conducts direct meetings with management when researching micro‑ and small‑cap companies, and typically follows a buy‑and‑hold approach while retaining the ability to engage in short‑term trading, short sales and margin where consistent with client objectives.

Operationally, Fields Gottscho provides investment consulting at no charge for certain clients who also have managed accounts, while offering paid consulting to others; consulting engagements generally do not include trade execution or ongoing supervision. The firm commonly recommends Charles Schwab as custodian and receives research and other brokerage‑related services from that relationship, and it generally leaves proxy voting to clients (providing advice on proxy matters on request).