525 Junction Road
Suite #8900
Madison, WI 53717
800.969.2208 {Toll Free}
608.664.9600 {Office}
608.664.9601 {Fax}
Poehling Capital Management, Inc. is a SEC-registered investment advisory firm located in Madison, Wisconsin. We provide private money management to both individuals and organizations.
At Poehling Capital Management, we seek to model this investment behavior in order to provide our clients with long-term, attractive after-tax returns while focusing on minimizing downside investment risk. The achievement of successful investment results requires an understanding of the "margin of safety" concept and how that concept relates to risk and volatility. A "margin of safety" provides a cushion against risk (the permanent impairment of capital), but does not necessarily protect against volatility (the daily gyrations in the prices of securities). Investors often confuse volatility with risk and abandon sound long-term investment strategies at the most inopportune time.
Fee-Only, Discretionary Money Management
Our firm operates on a fee-only basis, thereby aligning our financial interests with those of our clients. Daily investment decisions are made by the firm, consistent with the instructions provided by the client relationship. Therefore, using investment industry vernacular, we perform our employment duties on a "discretionary" basis, according to the terms agreed upon by both parties. Applying our own internally driven research and thought, we customize investment portfolios using an investment strategy focused on a select universe of publicly-traded securities.Investment Philosophy
The investment philosophy of our firm is a contrarian one, based upon the "margin of safety" concept set down by Benjamin Graham and later refined by Warren Buffett and Charles Munger. Graham was a professor at Columbia University and the co-author of Security Analysis, a book published in 1934 that is still recognized as the leading textbook concerning the use of research analysis in the field of investing. Warren Buffett, Graham's star student at Columbia, and Charles Munger have both implemented and enhanced Graham's teachings in their successful operation of Berkshire Hathaway over the course of the past forty years.At Poehling Capital Management, we seek to model this investment behavior in order to provide our clients with long-term, attractive after-tax returns while focusing on minimizing downside investment risk. The achievement of successful investment results requires an understanding of the "margin of safety" concept and how that concept relates to risk and volatility. A "margin of safety" provides a cushion against risk (the permanent impairment of capital), but does not necessarily protect against volatility (the daily gyrations in the prices of securities). Investors often confuse volatility with risk and abandon sound long-term investment strategies at the most inopportune time.