Parthenon

Companies that have compiled superior records generally possess competitive advantages. We seek to identify and understand these advantages and evaluate their long-term durability.

Excess Cash Flow – We search for businesses that generate “free” cash beyond maintenance capital spending needs. We want businesses that do not require all their earnings to be reinvested simply to remain in place.

Due to our many years of experience, we have significant familiarity in working with multi-generational families. We understand the issues surrounding wealth that is to be passed from one generation to the next, as well as the need to educate the recipients of such wealth.

Institutional portfolios are managed with the ultimate goal of the portfolio foremost in our minds. Each institutional client will have unique objectives based on the beneficiaries of the portfolio and the time-frame that is specific to that portfolio. We vigilantly monitor our portfolios and adjust asset allocation and individual securities as is appropriate and proper.

Mac is a retired Colonel in the Marine Corps Reserve and has served as Chairman of the Kentucky Vietnam Veterans Memorial Foundation since 1993. Since 2003, he has served as Chairman of the Board of Directors of Cave Hill Cemetery. He is both a past Council Commissioner and a past Council President of the Lincoln Heritage Council Boy Scouts of America. Also, he is a past Chairman of the Board of Directors of the Metro Louisville YMCA. Additionally, he is a life member of the University of Louisv

A CFA charterholder since 2005, Matt is a member of the CFA Society of Louisville. He was recognized in 2015 by Louisville Business First as a “Forty Under 40” recipient and was commissioned as a Kentucky Colonel the same year. He also was valedictorian and graduated summa cum laude from Lipscomb University in Nashville, TN, where he obtained a BS in Finance and Computer Information Systems. He has investment experience since 1997.

In a 60-minute discussion, representatives from five firms involved in the wealth management industry talked about the challenges and opportunities facing today’s investors.

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We are value buyers of pieces of businesses. We conduct intensive company-specific research. Our stock selection does not rely on technical analysis or market forecasts, nor do we attempt to anticipate, or profit from, short-term market fluctuations. Rather, we desire to participate in the growth of the businesses we own and gain rewards from the market’s eventual recognition of their true values. Our approach is long-term, resulting in a significantly below-average portfolio turnover with a con

Each portfolio we manage is individually structured based on the client’s specific situation and needs. We primarily utilize individual securities, which gives us greater control over our portfolios’ quality and timing related to tax realization.

Meet our team of experienced investment professionals, each one dedicated to delivering the financial guidance you need, along with the high level of personal service you deserve.