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Portfolio Management for Over 30 years
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"Managing Money for Your Happiness"
Foresight Investment Counsel is an independent fiduciary investment and portfolio
management firm with an above average investment record
using plain vanilla securities. We manage money for individuals who desire a substitute
for mutual fund assets. We are not a trading firm with high asset turnover, but
do stress compounding returns.
Our firm is structured for private account management without an institutional platform, since
our accounts are customized for its specific investment objective. We observe the social investment
needs of our clients and remain disciplined in all market environments to maintain asset growth.
Our daily supervision of client assets results in low turnover while maintaining our stock equity
and bond profile to build and preserve wealth with our Unique "Buy/Homework/Sell" Strategy. We will
hold or manage your preferred low cost equity holdings.
Foresight's performance record is based upon all of our accounts
that utilize money market assets (CASH) and plain vanilla securities. This historical record
excludes the advisory fees that average one percent (1%) of assets under management. Our
investment performance was for 2007 was 11.82% % verses our
benchmark, the Dow Jones Industrial Average of 6.43%. The performance
statistics (see chart) of our record are for our accounts are based upon the standards established by the CFA Institute.
Under the ownership of James H. Bartolero, CFA CIC, Foresight Investment Counsel works with
clients using "simple" securities, which are expected to produce outstanding results. Our
strategy is to pick the right company, the right amount of shares, and each asset must work.
Foresight Investment recommends individual securities that produce reliable income and growth
of principle that should provide three times the growth rate of our economy. We are secular
stock pickers in limited sectors for our clients. Our endowment investment style is geared
to produce growth of capital and income in real terms.
Our performance goal for each client is to achieve positive
returns, both short-term and long-term. Our ADV form (Part II)
is here, and client references are available to prospects by fax or e-mail. Any and all
inquiries are welcomed from our Contact page and by phone and are held confidential.
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