Timothy Craig Steenwyk

The firm manages about $32 million for roughly 22 clients and primarily serves individual investors and related account types such as trusts, retirement and charitable accounts. It provides discretionary portfolio management focused on investments in publicly traded securities and charges fees based on assets under management.

The firm follows a single, fundamental deep‑value (contrarian) equity strategy, investing only in public companies the advisor believes are trading below intrinsic value with capital appreciation as the primary objective and dividends as a secondary benefit. Management is conducted on a limited‑discretionary basis (authority to buy and sell but no custody), emphasizes low turnover and long holding periods, and the firm does not tailor alternate investment approaches for clients who seek different strategies.

Distinctive aspects include a small client roster with account sizes accepted from $25,000, continual hands‑on account review by the principal, and an explicit policy of aligning the advisor’s personal investments with client holdings while executing client trades ahead of any personal transactions. The advisor’s long personal track record and singular commitment to deep‑value public equities differentiate the firm from peers that typically offer multiple strategies or greater customization.