Tom Jacobs

Individual Investment Account Management

From Rookie to Retired. No Minimum Required.TM

Buy on Sale

“Price is what you pay. Value is what you get.”

— Warren Buffett, CEO and Chairman, Berkshire Hathaway

Keep It Simple

“Go where…you can get an advantage and where there are fewer people looking at the stocks. Go where the competition is low.”

— Charlie Munger, Vice Chairman, Berkshire Hathaway

Let Time Work for You

“Life is like a snowball. The important thing is finding wet snow and a very long hill.”

— Warren Buffett

Download Dividend Snowball Fact Sheet

From Rookie...

...To Retired

Experienced investment analyst and fiduciary, putting your interests first.

You own your account and can access it 24/7.

Not a hedge fund. Your assets are not commingled with others.

No minimum. I work with people I like.

Below market fees.

All types of accounts, retirement and otherwise.

Accounts are held at Charles Schwab & Co.

Disciplined Investment Process

Invest in businesses, don’t speculate on stock prices.
Buy value — on sale or not at all.
Ensure that management “pays” us through dividends, increasing our ownership share, paying down debt.
Prefer smaller companies, proven management, catalysts for realizing value.
Tom is an Investment Advisor and Portfolio Manager with Echelon Investment Management.