Gunderson Capital Management Inc. is a Registered Investment Advisory firm. Bill Gunderson is a value-oriented, fee-based money manager who designs individualized equity portfolios to meet the objectives and risk tolerances of his clients. He uses the techniques of the "founding fathers" of value (or contrarian) investing and those of some of the best value managers in the world, including Benjamin Graham, David Dreman and Warren Buffet.

The Primary Rules of Value Investing

• Identify intrinsic value of company stocks (stock price)
• Establish a margin of safety (usually one half of intrinsic value.)
• Buy only when stocks are "HALF-PRICED"
• Invest fully in equities (stocks) and diversify
• BE PATIENT
• Sell when stocks become fully priced.

Bill buys stocks that are selling at "HALF-PRICE" to what he calculates their intrinsic value to be. Bill sells stocks when they reach their FULL intrinsic value or if the companies fundamentals change dramatically. A managed stock portfolio usually consists of somewhere between 15 to 40 stocks. When you open a stock account with Bill, you begin with stocks that are on his "HALF-OFF" list at that time.

Services Offered

• Fee-based money management (1%-2% annual fee)  of individualized equity portfolios (minimum $5,000)
• Management of your 401-k with your employer. Cost is $295 per year. You supply Bill with all of your choices. He will review weekly and do his best to keep you in the right areas and out of the wrong ones.

More info about the services offered by Gunderson Capital Management.

Types of Accounts

• Tax Favored Accounts (qualified): These are plans such as 401(k)s, 403(b)s and other company retirement plans; IRAs and Roth IRAs; College Savings Plans (e.g., Section 529), Variable Annuities; and other investment vehicles that provide a government sponsored tax advantage for using such investment tools. Generally, investments are limited to stocks, bonds, and mutual funds.
• Taxable Accounts (non qualified): These are investments that are outside company or other qualified investment plans, and include stocks, bonds, mutual funds, Real Estate Investment Trusts (REIT), options, and other investments.

Make an appointment with Bill Gunderson or get more information.