Sawyer Rothmann, CFA

I don’t remember a time in my life where I wasn’t interested in what companies around the world were doing. Many grew up wanting to be a doctor, a fireman, a pilot- I grew up wanting to absorb what was happening around me and create grounded thoughts on what effects those events would lead to.

We are coming out of an age where many people could simply throw darts at a dartboard and make money. Single stock management, portfolio construction, and well executed due diligence will be more important than ever as people realize the company you invest money in actually needs to do more than sell a story.

You are my top priority. I will never suggest an investment, make a trade, or agree to anything that I don’t genuinely believe is in your best interest.

A curious client is a great client. Curiosity pushes everyone involved to compound their thoughts into something more powerful than any individual can do on their own.

When you do what you love, you have no off switch. Whether I am talking to a client or a complete stranger, I want to know what they think about the future.

The quality of my day can be measured in how much I learn. I couldn’t tell you what day has been my best day- they are all the best.

Rationality. We live in a world where people don’t want to read past the headline or verify their own thinking. We need to work to be informed and think about future generations.